​​Estate​ Planning

​​We believe the financial aspects of estate planning should be considered before the legal formalities. It is not about the preparation of lots of legal documents.

We believe Financial Planning should be based on your goals and your "investment comfort zone." 



















Get the help you need to quantify specific goals.


Your wishes take precedence

​It is about you. You worked hard to build your wealth. You accomplished a great deal to accumulate the “social capital”. How do you want those assets put to work once you no longer need them?

For us, the primary questions revolve around your plans for the wealth you have accumulated. We can help navigate the legal process because we understand the financial implications and the tax complications. We understand the legal instruments and the impact they have on your finances.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.



We believe that estate planning is about supporting those you love.

It is about a gift program to help a grandchild pay for college, funding a nature park in your community or donations to fight cancer, Alzheimers, MS or other diseases. It is about defining how and when you spend your “Social Capital” rather than leaving that decision to the tax man.


​In our view estate planning is not about dodging taxes. It is not about the preparation of lots of legal documents

​It is about you. You worked hard to build your wealth. You accomplished a great deal to accumulate that "social capital".  How do you want those assets put to work once you no longer need them?

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.



As we see it, estate planning is for individuals, families, you and your partner.

Yes, it can be about defining your legacy, the way in which you want to be remembered. But it is more about the choices you can make now to have a positive impact on the world around you. It is about taking decisive action to insure that the individuals and institutions close to you are supported as you see fit.


​We believe the financial aspects of estate planning should be considered before the legal formalities.

​For us, the primary questions revolve around your plans for the wealth you have accumulated. We can help you navigate the legal process because we understand the financial implications and the tax complications. We understand the legal instruments and the impact they have on your finances.

Call us today or direct your attorney to call to discuss the financial aspects of your estate planning.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.