Estate Planning

PWFG, has the experience to handle even the most complex estate plans.

By working with our clients on a fee basis, PWFG has the ability to provide high quality advice and cutting-edge estate planning techniques without the pressure on our clients to buy a product.

Our estate planning services include:

  • Taxable estate analysis
  • Gifting strategies
  • Charitable giving techniques
  • Estate preservation and transfer techniques
  • Business succession planning


This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

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