PWG Estate Planning
Now, more than ever, it is essential to create a sound estate plan to protect your hard-earned wealth and its succession to your heirs. Our estate planning professionals provide will and trust services, estate tax advice, POA and healthcare proxy services, deeds, Medicaid planning, pooled income trust and legacy planning. Our goal is to ensure the safety of your assets and reduce the burden on your successors.
Areas of Specialty
Plan for your estate and the protection and transfer of your assets with our will and trust services.
Establish power of attorney and/or health care directives to make decisions on your behalf should you become unable to do so yourself.
Ensure seamless transfer of property by creating a deed to verify ownership.
Create a plan for your future healthcare needs by re-structuring assets and preparing documents for future submission for Medicaid services.
Develop a plan for your excess assets to ensure eligibility for future Medicare and healthcare needs.
Prepare for the transfer of assets to your beneficiaries by working with advisors who understand the full scope of your estate goals.