Legacy Planning Services in
Legacy planning is often forgotten about by many families and financial firms. Let’s face it, it’s not easy talking about passing away, but that doesn’t mean legacy planning should never be discussed. While we do not provide legal services, we do work with several estate planning attorneys in the local Huntsville area to ensure families have the proper legal documents in place.
Helping You Every Step of the Way
At WG Financial Group, we want to be there with you every step of the way with your planning. We will ask the hard questions. We’ll play devil’s advocate to help you think critically about your assets and where they are going when you are called home.
Help Protect Your Hard
WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.