Wonsun Shin Willey

What an Estate Plan Can Do for You

What Can an Estate Plan Do for You? While most people know they should consider estate planning, it’s a topic that often finds itself on the backburner. A new year is a great time to start thinking about the [...]

By | 2018-01-17T17:32:42+00:00 January 17th, 2018|Categories: Blog, Tax, Wonsun Shin Willey|Tags: , |0 Comments

Charitable Estate Planning

Charitable Estate Planning Using Charitable Trusts, Donor Advised Plans and Family Foundations for tax advantaged wealth transfer For many individuals and families with substantial wealth, estate planning conversations focus on maximizing after tax value passed on to the heirs [...]

By | 2017-06-23T20:40:21+00:00 October 2nd, 2015|Categories: Blog, Estate & Trust, Wonsun Shin Willey|0 Comments