Deciding where your wealth goes, who raises your children, and how your estate stays out of court is not something you want to hand to a fill-in-the-blank form. This page walks you through our estate planning process at Strategic Wealth Legal Advisors, step by step, so you know exactly what happens from the first conversation to a signed, funded plan. It is written for high-net-worth individuals and families, Read More

If you own a closely held or family-run business, succession planning is the legal and financial roadmap for who takes over, how ownership transfers, and what you walk away with when you retire, sell, or step back. It answers the questions a buy-sell agreement alone cannot: how your business income supports your retirement, how the sale is taxed, and how the value you built reaches your family instead of the courts. Read More

If you own a home or accounts in California and you want your family to skip the court system after you're gone, this page explains the tools that keep an estate out of probate and how I set them up. I'm Terry Wheeler, a California attorney and financial advisor, and I build estate plans for families in Roseville and the surrounding area. The goal is simple: your assets reach the people you choose, privately, without Read More