Estate & Wealth Planning
At Willey Law Firm, we help individuals, families, and business owners design estate plans that preserve wealth, reflect values, and prepare the next generation. With a background in tax (MPA-Tax), legal strategy, and charitable planning, Drew Willey offers thoughtful, customized counsel that balances legal clarity with financial wisdom.
Services We Offer
- → Wills, trusts, and advance directives
- → Charitable and legacy giving strategy
- → Wealth transfer and tax minimization
- → Estate plans for blended families
- → Estate plans for charitable leaders & philanthropists
- → Succession planning for business owners
What Sets Us Apart
Drew Willey brings more than legal credentials—he offers practical insight earned through years of advising nonprofit founders, business leaders, and families facing complex financial and personal transitions. With extensive experience in charitable tax law, small business structuring, and high-stakes planning, Drew helps clients move from confusion to confidence with tailored estate strategies that reflect both heart and head.
Charitable Giving in Estate Plans
We help mission-minded individuals align generosity with strategic planning—whether you're funding a donor-advised fund, creating a charitable trust, or including a legacy gift in your will.