Preserve Your Wealth for Generations.
Legacy & Tax Strategies
Proactive tax and estate planning ensures your assets are protected, your wishes are honored, and your financial legacy is efficiently transferred to the next generation. At William Howard & Co., we develop comprehensive tax-efficient strategies to help you minimize liabilities, maximize wealth preservation, and create a lasting impact. From trusts and wills to charitable giving strategies and wealth transfer planning, we work closely with you and your legal and tax professionals to structure an estate plan that aligns with your goals. Our approach is designed to provide financial flexibility, reduce estate taxes, and ensure a seamless transition of assets to your beneficiaries. By planning ahead, you gain peace of mind knowing that your wealth will continue to serve your family and causes for years to come.


Wealth Preservation
Smarter Planning, Greater Impact.
From estate structuring and charitable giving to tax-efficient wealth transfers, we craft tailored solutions designed to protect your assets while honoring your legacy. Our strategic approach integrates trusts, wills, and succession planning to ensure your wealth is transferred according to your wishes, minimizing tax burdens and avoiding probate complications. We also assist with philanthropic giving, business succession planning, and multigenerational wealth strategies, ensuring financial security for both beneficiaries and charitable causes. Our holistic estate planning keeps your financial legacy intact while maximizing long-term flexibility.
Secure Your Legacy
Schedule a consultation to build a tax-efficient estate and gift plan for the future.