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Estate Planning, Tax Planning and Legal Services

WE Alliance Wealth Advisors principal, Terry D. Wheeler, has an extensive background in estate planning, tax planning, Medi-Cal planning and related topics. Our advisors all receive education in these areas and each advisor is free to work with your existing attorney or to employ the expertise of Mr. Wheeler’s law firm called Strategic Wealth Legal Advisors, Inc. At SWLA they believe and teach about concepts in revocable trust planning that clearly go beyond the basics. They teach clients and help them create plans that offer the following:

  • Avoid Probate
  • Minimize estate, capital gains, and income taxes
  • Create remarriage and bloodline protection to protect your beneficiaries after the first spouses dies and potentially gets remarried
  • Provide Divorce Protection to your beneficiaries (invisible and does not require a pre-numptual)
  • Provide Asset Protection to your beneficiaries
  • Plan for Guardianship for minor children
  • Protect your beneficiaries from themselves (on average they spend in less than 2 years)

Learn more at

3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475

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Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.

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