estateplanning

Wills, Trusts, and Estates

Preserving your assets, planning for your future, and creating a legacy for your family are important parts of everyone’s life. Wills and trusts can be used in a variety of ways to help protect your assets and beneficiaries, regardless of your net worth. Our team and staff can help you plan to leave behind a legacy that will care for your family. We work with the best in the legal and tax fields to ensure all aspects of your estate are considered when planning for your future.

Contact:

  • 1300 Ligonier Street
    Latrobe, PA 15650
  • Phone: 724-532-1884
  • Fax: 724-532-1486
  • Email: 
  • Email: [email protected]
  • SWilkinsGlenn@ WorldCapitalBrokerage.com (for securities only)

Office Hours:

  • Mon – Tue: 9 am – 6:30 pm
  • Wed – Thurs: 9 am – 5 pm
  • Fri: 9 am – 12 pm (noon)
  • Other hours available by  appointment

Planning:

  • *Retirement Planning
  • Wills, *Trusts, and Estates
  • Taxes & Accounting

insurance:

  • Life, Auto, Home
  • Business & Commercial
  • ACA & Medicare
  • Health & Long Term Care

*Disclaimer: Office of Supervisory Jurisdiction, World Capital Brokerage, Inc., 1636 Logan Street, Denver, CO 80203, 888-742-0631.

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