Willner & Associates

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United States
Fremont, CA
Willner & Associates

Wealth Management and Employee Benefits
www.willnerassociates.com Monitor your goals and regularly evaluate the progress with you. Sincerely,

Don Willner

Here at Willner & Associates we help our clients:

Set realistic financial goals
Determine the state of your current financial affairs by reviewing your income, assets and liabilities, evaluating your current investment portfolio
Develop a strategy to help you meet your financial goals by addressing any current financial weaknesses as well as building on your financial strengths. We will make reco

mmendations for specific strategies or services that are suitable for you and your investment time horizon. Adjust your goals to help meet your changing financial goals and to accommodate changing investment markets and tax laws. So whether you need help with short or long term financial concerns, college funding or retirement planning, have questions regarding IRA, 401(k)s, life insurance, annuities, mutual funds, tax shelters, or a assistance to a unique specific situation, we're here to help.

11/21/2023

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

11/14/2023

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

11/07/2023

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

10/31/2023

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

10/17/2023

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

10/10/2023

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

10/03/2023

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

09/26/2023

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

09/19/2023

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

09/12/2023

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

09/05/2023

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

08/29/2023

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Address

39500 Stevenson Place, Suite 202
Fremont, CA
94539

Website

http://www.willnerassociates.com/

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