{"id":145,"date":"2024-03-24T19:23:03","date_gmt":"2024-03-24T19:23:03","guid":{"rendered":"https:\/\/wellsassoc.com\/2024\/?page_id=145"},"modified":"2024-03-25T23:34:25","modified_gmt":"2024-03-25T23:34:25","slug":"services","status":"publish","type":"page","link":"https:\/\/wellsassoc.com\/2024\/sustaining\/services\/","title":{"rendered":"SERVICES"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"145\" class=\"elementor elementor-145\">\n\t\t\t\t<div class=\"elementor-element elementor-element-140cda5 e-flex e-con-boxed e-con e-parent\" data-id=\"140cda5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-093ca0f elementor-widget elementor-widget-text-editor\" data-id=\"093ca0f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our number one goal is to counsel and assist our clients with all aspects of the transfer and preservation of wealth. Since our clients come from a range of backgrounds, we are sensitive to the varying needs and concerns each situation presents.\n\nOur services are personalized to the furthest extent possible to fit each client\u2019s needs.<\/p>\n\n<p><strong>ESTATE PLANNING<\/strong><\/p>\n\n<p>Our estate-planning guidance is designed to maximize our clients\u2019 personal goals while minimizing the tax consequences and other issues associated with the implementation of their plans. We provide assistance with:\n<ul>\n \t<li>Drafting and executing estate-planning documents<\/li>\n \t<li>Providing specific legal and non-legal personal estate-related concerns<\/li>\n \t<li>Achieving non-tax objectives<\/li>\n<\/ul><\/p>\n<p><strong>PROBATE ADMINISTRATION<\/strong><\/p>\n\n<p>We counsel and advise those who have been named executors or administrators of estates throughout the probate process. Our guidance during this process includes:\n<ul>\n \t<li>Assistance with property valuations<\/li>\n \t<li>Sorting out bills and other outstanding debts<\/li>\n \t<li>Completing state and federal tax returns<\/li>\n \t<li>Helping transfer assets to the correct beneficiaries<\/li>\n<\/ul><\/p>\n\n<p><strong>TRUST ADMINISTRATION<\/strong><\/p>\n\n<p>We represent trustees of trusts prepared either by us or drawn by other attorneys. We provide:\n<ul>\n \t<li>Advice to fiduciary clients and assistance with the administration of the trust accomplished on asset management<\/li>\n \t<li>Guidance on the sales of trust or estate assets<\/li>\n<\/ul>\nWe offer comprehensive guidance that covers more than just drafting and implementing a document. Each client relationship requires a unique solution. Customized estate plans and trusts geared toward a specific solution are important, but so is the emotional aspect. These documents are more than just a list of wishes, and we consider ourselves more than just legal guidance in this process. We are sensitive to each individual situation, and we pride ourselves in taking top-quality care of the legalese as well as the emotions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Our number one goal is to counsel and assist our clients with all aspects of the transfer and preservation of wealth. Since our clients come from a range of backgrounds, we are sensitive to the varying needs and concerns each situation presents. Our services are personalized to the furthest extent possible to fit each client\u2019s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":83,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"..\/public\/views\/revslider-page-template.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-145","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/pages\/145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/comments?post=145"}],"version-history":[{"count":22,"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/pages\/145\/revisions"}],"predecessor-version":[{"id":212,"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/pages\/145\/revisions\/212"}],"up":[{"embeddable":true,"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/pages\/83"}],"wp:attachment":[{"href":"https:\/\/wellsassoc.com\/2024\/wp-json\/wp\/v2\/media?parent=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}