Wealth Preservation Legal Counsel is a law firm located in the central massachusetts town of Westborough. We specialize in estate planning. Robert J. Travers, Esq. is the Attorney at Wealth Preservation Legal Counsel, LLC
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Wealth Preservation Legal Counsel
Robert Travers
114 tu●●●●●●e road
Sui●●●07b
Wes●●●oro , Massachusetts, 01581
United States
View this contact
Wealth Preservation Legal Counsel
Robert Travers
114 tu●●●●●●e road
Sui●●●07b
Wes●●●oro , Massachusetts, 01581
United States
View this contact
Wealth Preservation Legal Counsel
Robert Travers
114 tu●●●●●●e road
Sui●●●07b
Wes●●●oro , Massachusetts, 01581
United States
View this contact
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Wealth Preservation Legal Counsel | wealthplc.com Reviews
https://wealthplc.com
Wealth Preservation Legal Counsel is a law firm located in the central massachusetts town of Westborough. We specialize in estate planning. Robert J. Travers, Esq. is the Attorney at Wealth Preservation Legal Counsel, LLC
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My Plan
http://www.wealthplc.com/MyPlan.aspx
Who We Are /. What We Do /. Why We Are Different /. Why We Are Different. Start preserving your wealth today! You have some options you can do any of the following:. 1 Email Attorney Travers [click here to fill out our email form]. To schedule a meeting date and time. Please provide basic contact information and brief explanation of the purpose of the meeting (ie, estate planning, probate administration, risk management, etc.). To make the most of the initial consultation meeting you have some options:.
Minimize Taxes
http://www.wealthplc.com/MinimizeTaxes.aspx
Who We Are /. What We Do /. Why We Are Different /. Why We Are Different. Death and taxes the only things certain in life. But it is a bummer when they both hit at once. You can minimize or perhaps even avoid having to pay Federal and/or Massachusetts estate tax. You just have to know the rules of the game. 1 Simple strategy to save your kids over $100,000 in taxes:. 2 Second strategy to save even more taxes:. If you want the accolades from the kids at the memorial service, plan to minimize the taxes.
The Process
http://www.wealthplc.com/TheProcess.aspx
Who We Are /. What We Do /. Why We Are Different /. Why We Are Different. Why We Are Different. The one thing we hear consistently from our clients is that was much easier than I thought it would be . Once you dive in, the process is fairly simple. Provide us with personal and financial information that we use to guide you in your estate planning. Meet to discuss your goals and objectives regarding your wealth preservation plan. Incorporate revisions and execute final documents. A message from bob.
Trusts Are A Must
http://www.wealthplc.com/TrustsAreAMust.aspx
Who We Are /. What We Do /. Why We Are Different /. Why We Are Different. Trusts are a must. First off, let’s get rid of the term estate planning . The phrase gives the wrong idea to people; it conjures up images of Rockefeller types playing polo on their massive estates. Trusts are the under-used and misunderstood vehicle to reach your preservation goals:. Want to minimize your estate tax liability use a trust. Want to have assets available for your children, then grandchildren use a trust.
Understanding The Client
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Who We Are /. What We Do /. Why We Are Different /. Why We Are Different. Why We Are Different. Tired of being told by your financial advisor, your accountant, the talking heads on the news, etc., that you need an estate plan but not knowing what you need or where to turn? Your search is over. Wealthplc is designed to be a trusted advisor rather than a traditional law firm. What is a living trust and how does it compare with a revocable trust? Why would you ever consider an irrevocable trust?
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A financial solution provider and the leader in personal wealth management, business consultant and wealth management solution. Success is no accident. It happens from good preparation for any occasion to get into great results. The road to be a successful comprehensive financial advisor is to set the factor of financial, investment and risk management altogether in order to move towards the top professional on both knowledge and the art of counseling. Wealth Platform Co., Ltd. Begin To Financial Planner.
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Wealth Preservation Legal Counsel
Wealth Preservation Legal Counsel - Home. Who We Are /. What We Do /. Why We Are Different /. Why We Are Different. That’s what we do. Roadblocks to Your Wealth Presrvation Plan. More than just an estate plan. Why doesn’t everyone have a plan in place to preserve their hard-earned wealth? We believe it boils down to three reasons:. Phrases such as probate estate marital deduction and estate tax exemption are tossed around by attorneys without simplifying the process for their clients. A Message From Bob.
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