estate planning

Wealth Preservation Planning for Complex Financial Needs

Estate Planning for High-Net-Worth Individuals

The Trust-Based Plan is designed for families and individuals who want to avoid probate, ensure privacy, and provide seamless wealth transfer to their loved ones. This advanced estate planning option gives you peace of mind by reducing financial burdens and safeguarding your legacy.

Who Is This For?

Our Wealth Preservation Plan is ideal for those who:

  • Need advanced tools for business succession planning and asset protection.

  • Want to minimize estate and income taxes to preserve more wealth for their heirs.

  • Have unique needs, such as setting up trusts for retirement accounts or life insurance policies.

  • Desire to protect assets from creditors while ensuring a smooth transfer of wealth.

What’s Included in the Advanced Wealth Preservation Plan?

    • Protect retirement accounts and ensure they are distributed according to your wishes.

    • Maximize the tax benefits for your heirs.

    • Shelter life insurance proceeds from estate taxes.

    • Provide a tax-efficient way to transfer wealth to beneficiaries.

    • Shield your assets from potential creditors or legal claims.

    • Safeguard your financial legacy for your family.

    • Ensure a smooth transfer of business ownership and protect your company’s assets.

    • Implement strategies to reduce taxes and maintain operational continuity.

    • Minimize estate, income, and capital gains taxes.

    • Preserve more of your wealth for your loved ones.

How It Works

1. Schedule a Consultation

We’ll discuss your financial goals and evaluate your needs to determine the best strategies for your plan.

2. We’ll Build Your Custom Plan

We’ll design a detailed plan using trusts, tax strategies, and asset protection tools to secure your legacy.

3. Secure your financial future

Feel confident knowing your assets, business, and family are protected and prepared for the future.

Ready to learn more?

Start your estate planning in Tulsa with Wiszneauckas Law and gain the confidence of knowing that everything you’ve built is protected.

Get Your Free Download

Wills vs. Trusts

Your Guide to Making the best Estate Planning Choice