This seems too good to be true!

Without question, that is the most common statement we hear as we design a strategy or plan to accomplish specific goals. Our membership in Wealth Counsel provides us with the daily interaction of 750 attorneys across the nation who constantly reviews and upgrades our proprietary software. This serves to keep our clients abreast the latest legal and tax improvements. In addition to Wealth Counsel, our designation as a Family Wealth Counseling firm provides our clients with the expertise to address estates that range from $200,000 to multi-million dollar estates.

To the right is a vast selection of wealth planning articles that may address issues and goals similar to yours. If you find a case that seems to represent your needs, call for an appointment to discuss your specific situation and how these strategies may address your goals.

We hope you enjoy these articles of actual cases, however, names and other identifying criterion has been modified to protect their privacy. Additionally, these cases are from across the US and reflect state and local tax issues that may not be applicable to your specific situation.

You will need Adobe PDF to view these case articles.

If you would like to see how one of these strategies might address your specific situation, please download and print the PDF form below and fax it to our office at 530-470-0909. If you need assistance in completing the questionnaire, please call Mr. Cotney at 530-913-0562.

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