Welcome to The Wilsey Law Firm

At the Wilsey Law Firm, we help wealthy clients’ discovery and create unique legacies through estate planning. Through extensive counseling and examination, we assist clients in passing on not only their wealth, but the values that helped create that wealth in the first place.

We know that the true nature of our client’s wealth does not rest primarily in the real estate, the stocks, or any other assets. Instead, we help our clients discover that the true nature of their wealth lies within themselves.

We do this because our clients have already passed on to their loved ones the greatest asset they could possibly inherit, which is the values and work ethic that allowed our clients to lead such productive lives. In fact, our real job is to make sure that the material wealth that is passed on does not get in the way of this true inheritance.

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Articles

The Revocable Living Trust

In California, due to the excessive costs of Probate, everyone with any amount of assets must... read more

The Spousal Gifting Trust

Article on using a Spousal Gifting Trust to remove assets from your taxable estate ... read more

Stretch IRA Trust

Recent changes in the law allow you to use a Stretch IRA Trust to avoid losing up to 70%... read more

The Family Limited Liability Company

The 3 uses of the Family Limited Liability Company and why you should have one to protect yourself... read more

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