WEALTH PRESERVATION CONCEPTS

At Wealth Preservation Concepts, LLC we collaborate with a client's advisory team including their financial advisor(s), CPA, risk manager, attorney, and others to gather detailed information on client's lifestyle, goals, and needs. Using this data we create a comprehensive deliverable report analyzing possible estate planning, business succession planning, and family succession planning opportunities available to the client and what the effects of those strategies may have on the family over time... Wealth Preservation Concepts, LLC (WPC) offers estate and tax plan design services, back office drafting services, business succession planning, and implementation oversight services to attorneys, life insurance wholesalers, financial advisors, accountants, and other trusted advisors of high net worth individuals and business owners. We facilitate a collaborative environment where family concerns, asset protection, business succession, control, tax planning, liquidity planning, and..