Solutions

 

Our Mission:

To set in motion and sustain the spirit of collaboration between Financial Advisors, CPAs, Attorneys, and other professionals to educate our clients and implement strategic, individualized planning that will create, grow, sustain, protect, and direct a client's wealth.

Our Values:

To provide clients, employees, and partners with the security, hope, and peace that comes from planning their financial, family, and spiritual lives.

WE ACCOMPLISH THESE COMMITMENTS THROUGH:

Wisdom:

Our clients benefit from a vital safety net of advanced and well-established principles of estate planning, founded by the National Network of Estate Planning Attorneys (NNEPA). The Network is an establishment of dedicated attorneys committed to specializing in estate planning. Through the consistent education and communication of the Network, the most updated laws and cutting-edge estate planning philosophies are implemented into each design. PWP's ultimate goal is to ensure that our clients’ vision of long-term wealth management is protected, stable, and works as intended.

Personal Connection:

Time and counseling are key ingredients that an attorney must utilize to get to know a clients’ dreams, aspirations, goals, family dynamics, and all other relevant factors to create an estate plan. Our face-to-face time with clients, when designing and implementing a plan, averages four times more than the typical design. It is our desire to understand our clients’ needs and not simply create a plan from a template. We understand the value of hard work and our passion is to make sure your life values and assets are properly passed and protected.

Most individuals would like to establish a plan that creates the easiest after-death administration possible; this includes known costs, immediate access to funds for remaining spouses or loved ones, a probate-free experience, and no surprises. These goals are accomplishable! The PWP Legacy and Maintenance Program was created for clients who value long-term relationship and understand that the law, taxes, and life is fluid. Unfortunately, most estate plans, including most trusts, do not fulfill these purposes. However, clients within the PWP Legacy and Maintenance Program are guaranteed to avoid probate.

Discover how this is possible and gain the peace-of-mind you seek when planning your estate

Professionalism:

WWe always have the highest professional standards for everything we do. A plan that works begins with an attorney who knows the law and the most updated strategies available. The WSBA requires an attorney to participate and register 35 hours of Continuing Education every 3 years. PWP logs more than the 3-year requirement PER YEAR - a value that is passed to every client. Not only do we outshine our peers through education, but we are one of the only firms that guarantees its work.

When was the last time you heard of a law firm guaranteeing its work?

 

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