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WES steps Eight Steps
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

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Estate planning
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“DEATH and TAXES”. They are certainties in life. You may even think they are the focus of all estate planning. But wouldn’t it be great if estate planning discussions revolved around life and living? How would you feel if you knew you and your family could enjoy the benefits of that plan immediately? With Udell Associates, you can! Udell Associates uses a revolutionary new estate smart boardplanning process called the Wealth Enjoyment System®. The Wealth Enjoyment System® is a well-defined estate planning process, implemented by the Estate Planning Design Team™ at Udell Associates, centered on helping you focus on your goals – personal and financial. Rather than dwelling on how much tax you may pay or how much money to leave your heirs, this positive process helps enable you and your family to get enjoyment out of your estate during your lifetime as well as works to maximize the legacy you leave to your Family and to Charity. All about life and living, The Wealth Enjoyment System® is an entirely new approach that turns a once-negative planning problem into an emotionally rewarding, understandable, and positive solution.

different by design
seniorsBruce Udell has more than 35 years of experience in the life insurance and estate planning business. He has assembled top estate planning talent with various backgrounds, including MBAs, CLUs, and a JD, to enhance Udell Associates’ estate planning capabilities. With its multifaceted expertise, our Estate Planning Design Team™ can offer creative solutions to the most complex of estates. We do estate planning differently from other firms. 

we design plans
This is an exciting model in our industry, and we use it to design estate plans that help plan for your family’s future while preserving your current lifestyle. As a result, your family can be more worry free about tomorrow – while you enjoy your life today.Whether you’re an estate planner or looking to plan your estate, The Wealth Enjoyment System® can work for you. Call us today for a personal introduction. To receive more information about The Wealth Enjoyment System® contact Udell Associates to set up an Opportunity Meeting.
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We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.