Distribute Your Assets According to Your Wishes With the Right Legal Partner

Wiles Law is a legal practice specializing in estate, tax and trust planning with a mission to empower individuals in safeguarding their wealth and upholding their legacies.

Wills and Trust planning is of paramount importance for individuals who wish to secure their assets and make well-informed decisions regarding the distribution of their estate after they're no longer here.

A will, often called a "Last Will and Testament," is a foundational component of a well-thought-out estate plan. It serves as a directive on how assets, possessions and property will be distributed among beneficiaries. For those with minor children, a will designates guardians as well. 

Trusts, on the other hand, are a more complex estate planning tool. They are commonly used to help protect and manage assets, control their distribution, and provide for beneficiaries in a manner that aligns with the grantor's wishes.

Ensuring that your hard-earned wealth is distributed precisely as you wish requires careful and strategic consideration. It's essential to be wise and forward-thinking, as the decisions you make today will profoundly impact your legacy tomorrow. To navigate the complexities of asset distribution, minimize potential tax burdens and protect your family's financial well-being, it's highly advisable to seek the guidance of professionals.

Our team will work closely with you to understand your financial situation, family dynamics and long-term goals. Whether you need a simple will or trust, our team is here to guide you through the process.

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Four Best Practices in Wills and Trusts Planning

Understand Your Goals

Before embarking on wills and trusts planning, it's essential to have a clear understanding of your goals. What are your priorities when it comes to wealth distribution? Do you have specific assets you want to protect or pass on to a particular beneficiary? By defining your objectives, you can create a plan that reflects your intentions.

Consider Tax Implications

Estate taxes are imposed on an estate's total value, including land properties, investments, cash and personal possessions. The tax bite can be significant and can affect the amount your heirs receive. Properly structuring your plan is an excellent way of minimizing liability, therefore preserving more of your estate for your loved ones.

Regularly Review and Update

Reviewing and updating your estate planning documents is essential to ensure they align with your wishes. Major life events such as marriage, divorce, the birth of children or grandchildren, the acquisition of new properties or changes in tax laws may necessitate adjustments to your plan.

Consult Professionals

Estate attorneys, financial advisors and tax experts provide invaluable guidance in navigating the legal and financial aspects of the process. Their knowledge and experience can help you make informed decisions and create a comprehensive plan that addresses all of your needs and concerns.

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Why Choose Wiles Law To Oversee the Wills and Trusts Planning Process

  • Experience and Expertise

    Wiles Law brings a wealth of experience to help you with estate planning. Our team has a proven track record of guiding individuals and families through the complex terrain of wealth transfer planning. With years of experience, our estate planning attorney has the knowledge and skills to create practical solutions that align with your circumstances.

  • Personalized Approach

    We understand that every client's situation is unique. That's why we take a personalized approach to our estate planning solutions. We take the time to get to know you, your family and your objectives. With us, clients can always expect a customized approach. Tailoring our services to your needs is the best way to ensure your estate plan reflects your current priorities.

  • Comprehensive Services

    Wiles Law offers a full suite of estate planning options, from trusts planning to wealth preservation. For decades, we have been a trusted name in the industry due to our ability to protect assets and preserve legacies. Therefore, you can rely on our estate planning professionals to safeguard your family's financial future.

  • Attention to Details

    Estate planning is an intricate process that demands a meticulous approach. Our team prides itself on the level of detail we provide to every client we work with. We leave no stone unturned, scrutinizing every facet to ensure your wills and trusts are legal, tax-efficient and relevant. This means considering each asset, beneficiary and potential contingency. 

  • Knowledge of Current Laws

    We understand that staying abreast of the latest legal developments is the best way we can provide excellent service. For this reason, our team is committed to continuous education and vigilance in tracking legal changes that could influence your estate plan. This way, your strategies remain in compliance with all relevant regulations and take full advantage of any new provisions.

  • Efficient and Ethical Practices

    Wiles Law upholds the highest standards of integrity in our interactions. You can be confident that our practices are legally sound and firmly rooted in ethical principles. We place a premium on clear and honest communication. Throughout the planning process, we ensure you receive the assistance you need in an efficient manner.

Preserve and Protect Your Legacy


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