GWAT® Estate Planning and Financial Planning


GWAT® Estate Planning and Financial Planning 


In 2008 Rick developed the GWAT® concept for the purpose of integrating the estate planning services, financial planning services, and estate and gift tax planning with certain financial products to arrive at a more encompassing plan for our clients.


With our clients, we explain how the GWAT® concept can be utilized in their particular Wills and trusts and other estate documents to further each client's estate, financial, and estate and gift tax planning to achieve their desires for a predictable and certain outcome resulting in a safe and secure financial future for their families. In so doing, less reliance upon outside sources and more self-reliance is achieved allowing each family to protect better their own financial future as well as their children's and grandchildren's financial future.


The GWAT® concept is involved in each of our PRACTICE AREAS to various degrees.


The Fenelli Law Firm located in Mission Viejo, CA serves clients with estate planning, special needs trusts, planning for children, asset protection, probate & trust administration, conservatorship / guardianships, business succession planning, & corporate entity formation needs throughout Los Angeles, San Diego, and Orange County CA.

© 2020 Fenelli Law Firm
24800 Chrisanta Dr., Suite 110, Mission Viejo, CA 92691
| Phone: 949-699-0000

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