Kenneth B. Wheeler Wealth Legacy Attorneys

- 1155 Louisiana Ave Ste 100, Winter Park, FL 32789

In the beautiful and dynamic state of Florida, securing your financial future and ensuring your legacy is protected requires a specialized and experienced hand. For residents in Winter Park and the surrounding communities, Kenneth B. Wheeler Wealth Legacy Attorneys offers a boutique legal practice focused exclusively on what they call "WealthCare Law." With over thirty years of experience, Attorney Ken Wheeler and his firm provide comprehensive guidance in estate planning, tax law, and elder law. This article will provide an in-depth look at this practice, exploring its mission, its specialized services, and the unique qualifications that make it a trusted resource for Floridians seeking to preserve their assets and secure their family's well-being.

The firm operates with a deep understanding that financial and legacy planning is not just about numbers and documents; it’s about protecting the family. As one client notes, Ken's passion for the family makes him "even better that others at estate planning." This holistic approach is a cornerstone of their practice. They believe in thinking about the "big picture" or the "whole family system," recognizing that a change in one area of a person’s life can affect everything else. This philosophy is particularly important for clients navigating major life events like divorce, retirement, or the administration of a loved one's estate. A client who has worked with Ken for over thirty years praises his ability to provide guidance through significant life events, and expresses a sense of confidence that their "retirement years and my legacy to my children are secure." This long-term trust is a powerful testament to the firm's dedication and effectiveness.

One of the firm’s most unique and valuable features is Attorney Ken Wheeler’s background as a former IRS agent. This experience provides a "unique insight into tax planning from a wealth management perspective," as one client points out. This insider knowledge allows him to anticipate and effectively handle complex tax issues, providing a significant advantage in tax litigation and general tax planning. The combination of a deep understanding of tax law, a passion for family well-being, and extensive experience in the field makes Kenneth B. Wheeler Wealth Legacy Attorneys a highly specialized and capable firm, prepared to handle the most intricate of legal matters with a calm and strategic approach.

Kenneth B. Wheeler Wealth Legacy Attorneys is conveniently located at 1155 Louisiana Ave Ste 100, Winter Park, FL 32789, USA. This location makes it easily accessible for clients throughout the Central Florida area. The office is situated in a professional building that provides a discreet and comfortable environment for consultations. The firm is committed to ensuring its services are accessible to all clients. The office features a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These thoughtful accommodations demonstrate a commitment to serving the entire community. To ensure each client receives the focused attention they deserve, appointments are recommended. This allows for a thorough and productive discussion about your specific legal needs and goals. The combination of a professional setting, a convenient location, and a focus on accessibility makes the firm a practical and welcoming choice for individuals and families seeking expert legal guidance.

The firm specializes in "WealthCare Law," a focused practice that encompasses several critical legal areas. Their expertise is broad yet deeply specialized, ensuring that clients receive tailored and expert legal advice. The firm’s services are designed to address the interconnected challenges of financial and legacy planning.

Services Offered:

• Estate Planning: The firm provides comprehensive estate planning services, including the drafting of Wills & Trusts, and creating estate plans for blended families. They work to protect your assets and ensure they are passed on according to your wishes.

• Tax Law & Tax Litigation: With a background as a former IRS agent, Attorney Ken Wheeler offers expert guidance on tax law and provides robust representation in tax litigation cases, helping clients navigate complex tax disputes and planning strategies.

• Elder Law & Incapacity Planning: The firm assists seniors and their families with the legal challenges of aging, including incapacity and Medicaid planning, and guardianship avoidance. They also specialize in creating Special Needs Trusts to protect vulnerable family members.

• Probate and Trust Administration: They provide experienced legal counsel for the administration of estates and trusts, helping families navigate the probate process efficiently and with minimal stress.

• Business Succession Planning: The firm assists business owners in creating plans to ensure a smooth transition of their company to the next generation, protecting the future of their legacy and their family’s financial security.

Kenneth B. Wheeler Wealth Legacy Attorneys is distinguished by a number of key features that are highly valued by their clients. These qualities set the firm apart and are a strong indicator of their professional commitment and the level of service you can expect.

Features / Highlights:

• Over 30 Years of Experience: The firm’s extensive experience provides a deep well of knowledge and practical insight, ensuring they are prepared for a wide range of legal situations. As one client noted, "Experience does matter."

• Former IRS Agent: Attorney Ken Wheeler’s background as a former IRS agent gives him a unique and invaluable perspective on tax law and planning, a rare qualification that directly benefits clients.

• Holistic "WealthCare" Approach: The firm’s focus on the big picture and the well-being of the entire family system ensures that legal advice is not just about a single issue but about a client's overall life goals and legacy.

• Expertise and People Skills: A long-term client praised both Ken’s "legal and people skills," highlighting the firm’s ability to combine professional excellence with a compassionate and comfortable client experience.

• Free Consultation: The firm offers a free consultation, allowing potential clients to discuss their legal needs without financial commitment, which is a valuable first step toward securing peace of mind.

To schedule a consultation or to learn more about the legal services provided, you can contact Kenneth B. Wheeler Wealth Legacy Attorneys. The office is located at 1155 Louisiana Ave Ste 100, Winter Park, FL 32789, USA. You can reach the firm by phone at (407) 645-1779. A mobile phone number, +1 407-645-1779, is also available for your convenience. Appointments are recommended to ensure you receive the dedicated and focused attention you need.

When it comes to your financial future and the legacy you wish to leave, choosing the right legal partner is a decision of paramount importance. Kenneth B. Wheeler Wealth Legacy Attorneys is a firm worth choosing for Floridians due to its unique blend of specialized expertise, extensive experience, and a genuinely holistic approach to law. The firm's focus on "WealthCare Law" signifies that they see their role as more than just a provider of legal services; they are guardians of their clients’ financial and family legacies. The invaluable insight that Ken Wheeler brings from his time as a former IRS agent gives clients a distinct advantage in navigating complex tax matters, a qualification that is both rare and highly beneficial.

Furthermore, the long-term relationships the firm has built with its clients speak volumes. A client who has relied on Ken for over three decades for guidance through major life events is a powerful endorsement. It demonstrates not only professional competence but also the personal trust and reliability that the firm fosters. In a legal field that can feel cold and impersonal, the firm's passion for family and its commitment to both legal and "people skills" provides a comforting and confident experience. For anyone in Winter Park and the greater Central Florida area who wants to secure their financial future, protect their assets, and ensure their legacy is preserved, Kenneth B. Wheeler Wealth Legacy Attorneys is a highly recommended and trustworthy option.

Kenneth B. Wheeler Wealth Legacy Attorneys

1155 Louisiana Ave Ste 100, Winter Park, FL 32789, USA