Estate and Trust Planning link to Webinar!
Here at PACU, your financial journey is important to us. Our goal is to provide you with the most current information so that you can make informed financial planning decisions for you and your loved ones. This includes an important financial journey, estate and trust planning, that many of us find challenging. Knowing the differences between estates and trusts and options available to you can save your family thousands of dollars, giving you a peace of mind.
In October and November, we brought in an expert, Robert A. Wells, Attorney at R.A. Wells Law in Greensboro, N.C., to discuss how estate and trusts are handled, share strategies to reduce your estate tax liability and more. Wells has been practicing law for nearly 25 years. For the first 20 years, he was a partner with a private law firm in Greensboro, N.C., primarily handling general civil disputes; setting up corporations; and providing estate planning, estate administration and related services. Upon leaving this firm to become legal counsel for a state-wide insurance firm, he maintained relationships with clients he helped in estate and trust planning with ongoing services and their word-of-mouth referrals. For nearly five years, Wells also has maintained a private practice managing these referrals.
If you were unable to view the webinar we have posted a link below for you to view a recording.
Link to view: https://youtu.be/ZD6FMtHALIA
Below is the contact information for Rob Wells and Michael Westbrook, if you have any questions or if you would like to set up an appointment!
Robert A. Wells
R.A. WELLS LAW
2751 Patterson St. Greensboro, NC 27407
Michael Westbrook RICP
Senior Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
3717 Battleground Avenue Greensboro NC 27410
CUSO Financial Services, L.P.
at Piedmont Advantage Investment Solutions
139 S. Cardigan Way Mooresville, NC 28117