Effective & Efficient Go Hand-in-Hand

At TPWA, we understand the importance of wealth preservation and providing for your loved ones. Our team is dedicated to helping you distribute your assets effectively and efficiently, minimizing unwanted tax bills and/or avoiding costly court and attorney’s fees. Our advisors will review all your accounts to ensure proper titling and beneficiary designation.  Additionally, we will review your wills, durable power of attorney, health care powers of attorney, living wills, revocable and irrevocable trusts, business succession planning, and buy-sell agreements.