Family Wills & Trusts, PLC
If you have large qualified retirement accounts (401K, 403B, 457B, SEP, Traditional IRA's etc. ), planning ahead of time can also ensure that these "life savings" type accounts are not squandered on taxes if it can be avoided or mitigated and that instead, extending the benefit from your hard earned life-savings are top-of-mind if exceptions to the standard rules are available when your estate is administered.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Asset Protection
- Guardianship
- Living Wills
- Power of Attorney
Sentiment Analysis
He explained everything throughly and provided great examples so that I can understand the process and the importance of a will and trust.
Throughout the entire process, he maintained open communication and addressed my parents' questions and concerns, along with my own questions.
We worked with Stuart to create a family trust and now feel comfortable that we have protected our assets to pass on to our children and grandchildren after we die.
My husband and I have searched for a couple of years for an estate planning attorney that we can be comfortable working with until we found Family Wills & Trusts.
It’s important to me that my family is taken care of in the event that something happens to me, and Stuart made that happen for me with a highly professional trust document and will.
I highly recommend you meet with Stuart Williams to help you set up and implement your plan.
It was made much easier to get my plans in place than I anticipated and I would certainly recommend them for others.
Great service, we highly recommended Family Wills & Trusts, PLC
He did a very good job explaining everything and helped to guide me in making good decisions.
I was able to accomplish a long-term planning goal with the help of Family Wills & Trusts by securing my children's financial future.
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