The Williams & Kite approach is intelligent, yet direct and simple.

Williams & Kite, LLC is committed to providing quality estate planning for individuals, couples, and families. We will design an estate plan that is customized to your needs. We ask not only who you would like to name as beneficiaries, but also how you would like to dispose of your property - in a simple trust, a dynasty trust, outright, or otherwise. We consider both the federal and state estate and income tax laws. For clients with simple estates, we discuss guardianship for minor children and the appropriate persons to name as agents under powers of attorney for health care and property. For clients with taxable estates, we discuss lifetime giving options and charitable gift planning. For families with children with disabilities, we explore supplemental needs trusts, both third party trusts and OBRA (d)(4)(A) Payback Trusts, as well as guardianships.