Our Services Estate Planning The Estate Planning Specialists at Williams & Company, P.C. are prepared to do the planning work on your behalf. They will review with you the optional strategies and techniques which will enable you to transfer more of the assets that you have worked so hard to accumulate, to your heirs. When your estate plan is finished, the benefits achieved will significantly outweigh any inconvenience, time or cost. Estate plans provide the following benefits: Significant reduction in estate taxes, inheritance taxes and estate settlement costs. Help you determine the distribution of your assets among your heirs. Help you determine the manner and timing for receipt of your assets by your heirs. Help you provide adequate liquidity to cover estate settlement costs while transferring important family assets to your heirs. Accelerate the distribution of your estate by reducing the time necessary to settle your estate. An effective estate plan will typically include a Will and one or more trusts. More complex estate plans involving family businesses and other closely held assets may be more involved. Some of the specialized strategies in these cases may involve reorganizing the form of your family business to facilitate lifetime gifting of such assets. There are many other strategies and techniques that can reduce or eliminate estate taxes. No estate plan can last forever and must be reviewed from time to time. In addition to periodic reviews, your estate plan should be reviewed any time there is a major change in your life such as a change in your residence, family status or finances. Williams & Company, P.C.’s Estate Planning Specialists are always available to review your estate plan and advise you of necessary revisions. The true reward in the estate planning process lies in the comfort of knowing everything will be taken care of in your absence. Your loved ones will be provided for, your business will continue, your favorite charity may benefit and, most importantly, you have maximized the benefits for your family. There will never be a better time to start the process than today. Contact Gail Gubbels or Michael Miranda regarding our Estate Planning Services.   Back to Our Services