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WAEstate

Helping Families Preserve Their Wealth and Legacy

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We will be closed Tuesday, December 24th at noon through Wednesday, January 1st
Please Note Our Holiday Hours Below:
We are closed Thursday, November 28th and Friday, November 29th

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What is the difference between “traditional” estate planning and Legacy Wealth Planning?

June 22, 2018

Traditional estate planning is focused on financial assets and is concerned with avoiding probate and estate taxes. On the other hand, Legacy Wealth Planning is concerned with financial and non-financial assets of a family and creating a family’s personal legacy plan. Legacy Wealth Planning addresses how to capture and transfer family traditions and values, as well as protecting financial wealth for current and future generations.

FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
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Feeling of Confidence! Very well thought-out professional system covering all foreseeable events relating to our estate. We are very pleased with the detailed guidance. All the staff members have been of the highest professional level.

- Jit and Roseanne K

CAMPBELL

Campbell Office
3425 S. Bascom Ave, Suite 240
Campbell, CA 95008
Phone: (408) 356-9200

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Campbell Office Hours

Monday8:30 AM - 5:30 PM
Tuesday8:30 AM - 5:30 PM
Wednesday8:30 AM - 5:30 PM
Thursday8:30 AM - 5:30 PM
Friday8:30 AM - 5:00 PM

APTOS

Aptos Office
9057 Soquel Dr., Bldg B, Suite D
Aptos, CA 95003
Phone: (831) 476-2400

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