Generational Wealth Planning

🌳 Generational Wealth Planning

It’s not just about what you leave behind. It’s about who you’re becoming.

At Wealth & Estate Law, we believe true wealth isn’t just measured in dollars. It’s built in the values you live by, the stories you share, and the choices you make to care for the people you love.

That’s why our approach to estate planning goes deeper than bank accounts and property deeds. We help families protect their legacy—financially, emotionally, and relationally. Whether you’re preparing to pass down assets, wisdom, or both, we’re here to guide you with clarity and compassion.

Wes Winsor brings both professional experience and personal insight to the table—as an estate attorney, a business owner, and a family man who understands how much these decisions matter.

🧭 More Than a Will

Estate Planning That Reflects Your Values

When most people hear “estate planning,” they think of paperwork, taxes, and who gets what. And yes—those things matter. But the heart of estate planning is something much more personal:

✨ Making sure the people you love are cared for
✨ Communicating your values clearly
✨ Creating peace, not confusion, in moments of crisis

We take the time to understand your family’s unique goals—so your plan isn’t just legally sound, it’s meaningful.

✍️ Ethical Wills: Share What Matters Most

An ethical will isn’t a legal document. It’s a legacy letter—a heartfelt message written to your loved ones sharing what’s important to you:

• Your beliefs

• Your life lessons

• Your hopes for future generations

This kind of message is often more cherished than any financial inheritance. We help you craft and preserve an ethical will that reflects your voice, your story, and your legacy.

💬 “My dad left me a house—but what I treasure most is the letter he wrote.”

🧩 Family & Expectation Planning Meeting

Clarity. Confidence. Peace of Mind.

Naming a trustee or healthcare proxy is one thing—understanding what those roles actually mean is another. That’s where our Family & Expectation Planning Meeting comes in.

We bring families together to:

• Explain the responsibilities of a trustee, agent, or decision-maker

• Discuss expectations, values, and communication preferences

• Answer questions so no one is left confused in a moment of crisis

This proactive meeting prevents misunderstandings, builds trust, and helps your family feel confident and connected—not overwhelmed—when decisions must be made.

🛡️ Protection That Grows With You

Planning for Today. Securing Tomorrow.

Life changes. So should your plan. We offer ongoing support to review, revise, and refresh your estate plan as your family evolves—new marriages, new babies, new chapters.

We’ll walk with you through:

✅ Updating beneficiaries
✅ Adjusting trusts or guardianship wishes
✅ Reconfirming financial and healthcare directives
✅ Adding legacy elements like charitable giving or mentorship messages

This is your legacy. Let’s make sure it grows the way you want it to.

🤝 Real Conversations. Real Relationships.

We know these conversations can feel heavy—or awkward. But they’re some of the most meaningful ones you’ll ever have.

Our job is to make them easier.

At Wealth & Estate Law, we pride ourselves on explaining complex ideas in a clear, approachable way. No stuffy boardroom vibes. No legal jargon. Just real conversations with people who care.

📆 Let’s Talk Legacy

Whether you’re just starting your estate plan or looking to update it with more intention, we’re here to help you build something lasting.

👉 Schedule Your Planning Consultation
👉 Ask About Ethical Wills
👉 Book a Family Meeting

Have questions? Want to hear how others are planning for the next generation?
📞 Give us a call or send us a message—we’re ready when you are.