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Establishing an estate plan is an integral part of wealth management.

 

Whether your estate plan simply needs to be updated or you are starting from scratch, the advisors at Williams-Keepers LLC can work with you to implement a plan that fits your needs.

WK provides estate tax consulting, trust services and gift planning.

To learn more about WK’s estate planning services, please call (573) 442-6171 or (573) 635-6196 or e-mail information@williamskeepers.com.

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Due to the COVID-19 virus, WK is temporarily closed to the public through Friday, April 24, 2020.

Clients may share information with the firm in the following formats:

1.) use of the firm’s client secure, website based portal and LeapFile system for the delivery of electronic documents; and

2.) delivery to the firm using the United States Postal Service or another commercial delivery service.

Click here for a short message from WK Chairman Jeff Echelmeier, CPA

Clients can continue to call both offices during the hours of 8:00 a.m. until 5 p.m., Monday through Friday.

Please call 573-635-6196 (Jefferson City), or 573-442-6171 (Columbia) if you have questions.