WEALTHPLAN, PC

WealthPLAN, PC is a law practice founded by Francis B. Doyle in 1996. The driving force behind the creation of our firm was the goal of providing acutely experienced legal services for clients needing a responsive and complete approach to estate planning... WealthPLAN, PC has assembled a group of experienced, high energy, and client-focused professionals committed to your planning and estate and trust representation needs. We address all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation. We are dedicated to helping you make smart, timely choices that reduce the exposure of your estate to taxes and other wealth transfer costs, many of which are not financial!... WealthPLAN, PC also offers consulting services to family businesses, executives, and key employees of corporations. We work with other attorneys, accountants, insurance and asset management professionals as part of a team dedicated to achieving your individual..

Primary location: San Jose United States