The Wordell Law Group is a boutique law firm dedicated to providing excellent legal services to its select clientele.  Regardless of the estate size or challenge, the group encompasses three primary philosophies with every client.  These include the dynamics of social, emotional/spiritual, and the financial aspects of each case.  Simply stated, going beyond traditional planning and maximum wealth control is far more sophisticated than putting numbers on a spreadsheet or establishing a legal entity.

The Social Aspect

It is common knowledge that the federal government has passed laws that require every American to use some of his/her accumulated wealth to support the general welfare of our country.  You cannot grow rich in this country without giving back to its people.

But what most families do not know is that the federal government provides a choice.  Families can choose how they support their country.  They can either relinquish their social capital to the government in the form of taxes, or they can choose to self-direct their social capital to the charitable causes they personally care about.

With this knowledge, families face the exciting option of passing the full value of their wealth on to future generations and directing all their social capital to the charities of their choosing.

The Spiritual/Emotional Aspect

Naturally, the spiritual/emotional aspect is the most intimate and unique of the three processes.  We develop a trusting relationship with our clients, and create a confidential environment where they are comfortable to share their fears, dreams, hopes, pains and struggles.

Using our special processes, we help a family discover a life purpose and establish family goals.  Together with the family, we identify opportunities to focus the family in ways most professional advisors will not provide.  With this clarity of thought, our clients can best transfer their wealth to their heirs so as to bless them and not hinder them.

By addressing this aspect, we help our clients realize their goals and dreams.  They learn to answer the tough questions of life.  Addressing such issues helps families come to grips with unresolved problems.

We help our clients recognize that it is not too late to realize the opportunities of tomorrow.  There are years ahead that need to be seized.  There is a legacy to establish for this lifetime and for generations to come.

The Financial Aspect

This last level of planning addresses all the material possessions of a family: stocks, bonds, mutual funds, real estate, businesses and such.   Many estate planning professionals practice only in the narrow framework of the financial aspect and achieve limited success in accomplishing the client’s overall goals. 

The Wordell Law Group is not limited to those common planning approaches.  We bring numerous, innovative methods to the table.  Traditional financial or estate planning that only addresses the financial aspect of wealth does nothing more than minimize the damage of estate and capital gains taxes. 

Minimizing damage is disheartening, but maximizing potential is exciting.  In order to do this, a family must address the other two aspects of their wealth first.  By addressing all three aspects, we help families discover and pursue their wealth beyond mere accumulation and self-consumption.

On The Road

Mr. Wordell and Mr. Cotney are often asked to travel around the United States to lecture on various subjects, including wealth control strategies, the challenges of going beyond traditional planning, and the rights of the elderly in our justice system.  The firm’s philosophy centers on providing exceptional representation to all members of American society.