Estate Planning

Our professionals will help you navigate the complexities of wills, trusts, and asset distribution to ensure your wishes are honored and your loved ones are protected.

WPWealth is here to help you

Regardless of your stage in life, it is never too early to begin laying the foundation for your legacy. Let us help ease the burden. Through sound estate planning and thorough implementation, we can work together to develop an estate plan that ensures the future you envision.

Sufficient Cash Flow

Solve for sufficient cash flow in retirement

Minimize Tax Liability

Minimize your potential estate tax liability

Gifting Strategies

Utilize advanced charitable gifting strategies

Plan Expenses

Plan for your final
expenses

Legal Structures

Apply legal structures to fulfill your final wishes

Build a Legacy

Build a legacy for your loved ones

Contact Us to Discuss More

WPWealth is a Registered Investment Advisor with the Securities and Exchange Commission
and offers high quality financial services to a wide range of clients.

Shane Miller New Background Square

Shane Miller

CFP®, CRPS®, CEPA®

Partner

We'd love to talk about your goals

Our professionals would love to contribute their
knowledge and insights to your benefit.

    Contact Us to Discuss More

    WPWealth is a Registered Investment Advisor with the Securities and Exchange Commission
    and offers high quality financial services to a wide range of clients.

    Shane Miller New Background Square

    Shane Miller

    CFP®, CRPS®, CEPA®

    Partner

    We'd love to talk about your goals

    Our professionals would love to contribute their
    knowledge and insights to your benefit

      Inquire now

      Fill out the form below and a member of our team will contact you. We endeavor to answer all inquiries within 24 hours on business days.