14701 Carriage Mill Drive
At WFG we know the importance of estate planning to your overall financial well-being. While we are not estate planning attorneys, we partner with Experienced or qualified professionals in the area to help ensure your needs are covered. Our goal is simple; to know your estate is organized and your wishes followed to your specifications.
Since we are intimately involved in all aspects of your financial needs, we work alongside these professionals to identify the appropriate solutions for you, whether it is a simple will or a trust. We also tackle the subjects of living wills, medical directives, and HIPPA release forms. We help clients who have not developed an estate plan and also review existing plans if needed.
One of the most difficult decisions a client can make is who to appoint as successor trustee should something happen to them. While a family member is often the right choice for you, many of our clients prefer to use a corporate trustee. WFG offers corporate trust services through The Private Trust Company, N.A. Estate planning is complex and personal, and WFG is with you every step of the way.
Welsh Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.