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.