At Kelly M. Williams, PLLC, we provide personalized estate planning services to help individuals and families protect their assets, preserve their legacy, and ensure their wishes are honored. Our goal is to craft clear, legally sound estate plans that minimize tax burdens, avoid unnecessary court proceedings, and provide peace of mind for the future.
Our Estate Planning Services Include:
Wills and Trusts
Drafting customized wills and a variety of trusts, including revocable living trusts, irrevocable trusts, special needs trusts, and charitable trusts to meet each client’s unique goals.
Powers of Attorney
Preparing durable powers of attorney to designate trusted agents for financial and legal decision-making in the event of incapacity.
Advance Directives
Creating health care directives, including living wills and health care surrogates, to ensure clients’ medical wishes are followed.
Asset Protection Planning
Structuring estate plans to safeguard assets from potential creditors, lawsuits, or long-term care costs.
Business Succession Planning
Assisting business owners in planning for the orderly transfer or sale of business interests while minimizing taxes and disruptions.
Beneficiary Designations
Reviewing and coordinating beneficiary designations on retirement accounts, life insurance policies, and other non-probate assets.
At Kelly M. Williams, PLLC, we take the time to understand our clients’ family dynamics, financial circumstances, and long-term goals. Our attorneys provide strategic guidance and ongoing support to adapt plans as life changes. Whether you are just beginning your estate planning journey or looking to update an existing plan, we are here to help you make informed decisions with confidence.
FAQs About Estate Planning
Frequently Asked Questions
What is estate planning?
Estate planning is the process of making legal arrangements for how your assets will be managed and distributed after your death. It can also include planning for your care if you become incapacitated. Common tools include wills, trusts, powers of attorney, and health care directives.
Why is estate planning important?
A good estate plan helps ensure your wishes are carried out, reduces potential family conflict, minimizes taxes and expenses, and makes things easier for your loved ones during a difficult time.
Do I need a will if I already have a trust?
Yes. Even if you have a trust, a will—often called a “pour-over will”—can serve as a safety net for any assets not transferred into your trust. It also allows you to name guardians for minor children.
What’s the difference between a will and a trust?
A will only takes effect after your death and must go through probate. A trust can take effect during your lifetime, avoids probate, and offers more control and privacy over how assets are distributed.
What happens if I die without a will or trust?
If you pass away without a valid estate plan, state laws (called intestacy laws) will determine how your assets are distributed. This may not reflect your wishes and can lead to delays, additional costs, and family disputes.
When should I update my estate plan?
It’s wise to review your estate plan every few years or after major life events such as marriage, divorce, the birth of a child, a significant financial change, or the death of a beneficiary or executor.
Is estate planning only for wealthy people?
Not at all. Estate planning is important for everyone, regardless of the size of your estate. It’s about protecting your family, making your wishes known, and avoiding unnecessary legal complications.
What is a power of attorney?
A power of attorney is a legal document that allows you to appoint someone to handle financial or legal matters on your behalf, especially if you become unable to do so yourself.
What is a health care directive or living will?
This document outlines your wishes for medical treatment if you’re unable to communicate, and appoints someone to make health care decisions on your behalf. It helps ensure your medical care reflects your values and relieves loved ones from making tough decisions without guidance.
How do I get started with estate planning?
Start by scheduling a consultation with an experienced estate planning attorney. At Kelly M. Williams, PLLC, we’ll walk you through your options, answer your questions, and help you create a plan that fits your unique needs and goals.
Our Practice Areas
Estate Planning
Probate & Trust Administration
Residential Real Estate
Uncontested Divorce
Need Legal Assistance?
Contact us today to schedule a consultation with Kelly M. Williams.
“Kelly’s estate planning expertise gave our family peace of mind. She made the process simple and stress-free.”
Michael & Teresa Rodriguez
Estate Planning Clients
Ready to Start Your Estate Plan?
At Kelly M. Williams, PLLC, we provide personalized estate planning services to help individuals and families protect their assets, preserve their legacy, and ensure their wishes are honored. Our goal is to craft clear, legally sound estate plans that minimize tax burdens, avoid unnecessary court proceedings, and provide peace of mind for the future.
