Wonsun Willey

About Wonsun Willey

Tax Principal

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 |2018-01-17T17:32:42-05:00January 17th, 2018|Categories: Blog, Tax, Wonsun Shin Willey|Tags: , |0 Comments

Top 40 Facts About Estate and Trusts

Top 40 Facts About Estate and Trusts What you should know about your assets As your family grows, your estate matures and your assets become more substantial, it’s probably time to start thinking about an estate and trust plan. [...]

By |2018-01-30T13:40:50-05:00December 4th, 2017|Categories: Blog, Tax|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 |2017-06-23T20:40:21-04:00October 2nd, 2015|Categories: Blog, Estate & Trust, Wonsun Shin Willey|0 Comments