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A Pet Trust will ensure your
fur baby will be cared for
when you can't

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Asset Protection for
Business Owners

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Plan Now For Tomorrow

Call us to assist in developing your personalized estate plan.

What We Do

Empower clients with information to make estate planning a comfortable process

Affordable & Comprehensive Coverage

Client-Centered

We build a customized plan tailored to fit your individual needs, rather than a "one-size-fits-all" product.

WHAT IS ESTATE PLANNING

While You are Alive
Estate planning establishes a process for managing your estate. Some benefits include: reduction of capital gains taxes, asset protection, and custodial care of minors and pets in the event you become incapacitated.

After Death
If you have minor children, you want a plan that will ensure their well being after you are gone. And another important part is to minimize gift, estate and income taxes, ensuring more of your estate gets passed on to your dependents and heirs.

  • Wealth Preservation
  • Asset Protection
  • Tax Minimization
  • Asset Transfer
  • Custodial care of Minors and Pets

WHO NEEDS ESTATE PLANNING

Young adults without appreciable assets may get along fine with a will. But once you start building a family or acquiring a home, you could definitely benefit from an estate plan. Consider this - how would your offspring be provided for if one or both parents were to become incapacitated or die? If you own a business, you might want to consider setting up a plan to keep the business running once you have passed away. Creating the appropriate structure in an estate plan can make it much easier to transfer the business's assets to other family members.

  • Families with Children
  • People with Pets
  • Business Owners
  • Private Practitioner Physicians and Medical Professionals
  • People with Highly Appreciated Assets
ABOUT US

Lynette Williams will guide you in building your unique Estate Plan

Estate planning is important for everyone, no matter your age.   Give yourself peace of mind knowing that your heirs will be properly taken care of with the benefit of minimal estate and capital gains taxes and that your pets will be well cared for.

If you are setting up a plan for future long term care, we can help you do so without running the risk of depleting your retirement funds or assets.

As an attorney who practices estate planning law, my goal is to properly guide you so that you may enjoy the peace of mind that a properly executed estate plan can provide.

STEPS

How it works

Free Consultation

Initial meeting at your home or our office to review your unique needs

Fully Customized Estate Plan

Since no two individuals are alike, we tailor a comprehensive estate plan using the most up to date legal options available to handle your unique needs.

Review & Execute your Estate Plan

Once your estate plan has been drafted, we will review the necessary steps to execute and administer your estate plan. We then follow up yearly to ensure that your plan stays up-to-date according to your latest situation and any changes to the law that might affect your estate plan.

COMMON MISCONCEPTIONS

01

I HAVE A WILL - MY ESTATE WILL NOT END UP IN PROBATE.

Not true.   A will guarantees that your estate will end up in Probate!
02

MY WILL STIPULATES HOW TO HANDLE MY PET - I HAVE PEACE OF MIND

Well, based on Misconception #1, this is the worst scenario for ensuring your fur baby is well cared for if you become disabled or die.  Your pet will be in limbo for months until the Probate judge determines your pet's fate.  In the meantime, your pet may have been put in a shelter - and that's the best case scenario. 
03

I have a Trust - this protects me from liability

Again, not true!
04

Estate Plans are for handling what happens when I die

Well, yes, that is true.  But did you know an estate plans provide many benefits for the living?  There are some circumstances which can provide significant tax savings and deductions during your lifetime.  
05

Once I sign my estate plan I'm done

The most important step in the process is funding your estate plan.  You need to transfer your assets into the Trust once it's completed.  Failure to do so will render your estate plan ineffective!  We will help you with this.
06

I can't afford an Estate Plan.

Actually, an Estate Plan might be more affordable than you thought.  On the other hand, can you really afford NOT to have an Estate Plan?  Call us to find out why!
07

I'm too young to need an estate plan

An adult of any age who has minor children and assets would definitely benefit from an estate plan

YOUR CONCERNS

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ABOUT US

Lynette Williams advises individuals and families on all aspects of estate planning, probate, minimization of capital gains taxes, delaying or preventing future estate taxes. planning for long term care, and setting up a plan for those other members of your family - your beloved pets. She specializes in creating estate planning opportunities for LGBTQ+ individuals and married couples.

CONTACT US

323 251-6011

lynette@lynettewilliams.com

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