The Wilsey Law Firm
Define Your Legacy!

Estate Planning with a focus on Strech IRA Planning
How We Can Help You

With so much wealth transferring over the course of the next 40 years, prudent Americans are taking the steps necessary to plan for the transfer of that wealth to their loved ones.

The obstacles are numerous, including:

  • Making sure your estate avoids the time, expense, and delay of Probate at your death;
  • Making sure you avoid Probate if you are not capable of managing your financial affairs while you are still alive;
  • Minimizing your estate tax burden;
  • Protecting financially irresponsible children from blowing their inheritance through frivolous spending; and
  • Protecting your children and grandchildren's inheritance  from Creditors, Divorce, and Lawsuits.

These potential landmines can be successfully navigated with our help. However, our service goes beyond the capabilities of traditional estate planning attorneys, and also focuses on planning for client's IRAs and 401Ks. Your IRA or 401K can be either generate millions of dollars of wealth for your loved ones, or it can be a tax disaster that will divert the bulk of your retirement savings to the IRS. The choice is yours, but we can help put you on course to provide your family with wealth for generations from your hard work.

The Wilsey Law Firm
11943 El Camino Real Ste. 220
San Diego, CA 92130 
Phone: 858-764-2672