Mary Kruit Mcwilliams

Mary brings a unique blend of compassionate care, technical knowledge, and strategic advice to the estate planning process.  Mary helps families understand, in plain English, their options for preserving wealth in a way that accomplishes their goals and honors their underlying values.  Legacy planning involves more than updating wills and minimizing taxes. A meaningful estate plan comes from personal values and integrating life experiences and family dynamics within that plan.  Mary encourages and advises her clients to collaborate with family at appropriate life states to ensure that their wealth will have a positive impact during their lifetime and for many generations to come.  The result for the client is peace of mind knowing that there is a thoughtful plan in place for the future, emanating from personal values.

Generosity is one of Mary’s core values, and her clients reflect this in their generosity toward their families and the causes they care about.  This shared value is why, in addition to helping clients transfer their wealth to their families, Mary also focuses her law practice on helping clients in their philanthropic endeavors, from making simple outright gifts of appreciated stock to forming charitable trusts or establishing and running their own philanthropic entities.  Mary helps individuals and families structure their charitable giving to achieve both personal goals as well as beneficial tax treatment.