Estate and Tax Planning

Estate planning and sophisticated tax planning efforts are critical components of the full range of services provided by The Law Offices of John A. Williams, PLLC. We focus on personal lifetime planning for individuals and their closely-held businesses. These planning efforts often involve the strategic use of trusts, gifts, intra-family sales and other tax efficient wealth-transfer devices.

We have the knowledge, experience and resources to assist our clients in implementing the most beneficial strategies available under current law. The laws governing estates and trusts have become increasing complex. One reason is recent, major changes in the estate tax laws which affect planning at both state and federal levels. More changes lie ahead. Now more than ever, an individual’s estate plan must be carefully constructed to ensure that his or her wishes are fulfilled. The mission of our firm is to aptly assist our clients with the implementation of those desires in a tax efficient manner.

The firm’s comprehensive estate and tax planning services include: