We use a variety of tools – including wills, revocable trusts, powers of attorney, and irrevocable trusts – to craft estate plans tailored to each of our clients’ and their families’ particular needs.  Maybe you are newly married and “just starting out,” or you need to revisit an existing estate plan due to any number of changes in circumstance (including the birth or adoption of children, divorce or remarriage, or relocation to North Carolina from another state or foreign country), or you are nearing or in retirement.  Regardless of your situation, we can help you and your family protect your wealth for future generations, minimize estate taxes, avoid probate, and provide for the care of your children in the event of your death.  A majority of our estate planning is handled on a flat fee basis, however, more complicated matters may require billing on an hourly basis.

Common Estate Planning Documents Include the Following:

• Last Will & Testament (including testamentary trusts)
• Healthcare Power of Attorney
• General Power of Attorney (durable or springing)
• Living Will (advance directive for a natural death)
• Trusts

Additional reasons to consider taking care of your estate planning right away include:

• Naming a guardian for minor children
• Estate tax planning
• Coordination of asset ownership and beneficiary designation
• Probate avoidance
• Incapacity planning
• End of life care
• Asset protection