Estate & Wealth Planning
We assist all types of clients in Estate Planning, from wealthy individuals looking to use planning to mitigate the tax consequences associated with certain events, to young couples who are starting a family and want to provide for their children in the event the unthinkable happens. No matter what your situation we are here to help with affordable options for you.
Please call our office to set up a time to come in a talk with us about this important process.
Planning for your Wealth and Health
We offer legal services in the area of simple Wills, Living Wills, and the preparation of Power of Attorney documents to assist people as they carefully plan for their future as well as for their family, their businesses, and important people in their lives.
Our office provides legal counsel and direct you through a planning process which can otherwise seem overwhelming.
Contact us today to make an appointment and learn more about our services.
A Will, sometimes called a Last Will and Testament, is strongly recommended for everyone, but it is of particular importance to people with minor children, property, specific bequests or wishes regarding your asset distribution at death. Individuals with minor children will typically need a trust provision within their will that establishes a guardianship and asset distribution for their minors. Estates of $2 million or more per person usually require special tax and/or estate planning, and we assist clients appropriately based on their needs.
A Living Will, sometimes called a Declaration for a Natural Death, is generally used to express a person’s wishes for medical interventions. In addition to a living will, a Health Care Proxy or Power of Attorney can designate and direct the person you wish to make healthcare decisions on your behalf in the event that you are:
Hospitalized and unable to make health care decisions
Permanently incapacitated and no longer able to answer for yourself
Power of Attorney
There are many different reasons why a person may need a power of attorney, including financial and healthcare planning. A power of attorney can be used in many different situations to designate who can make legal, financial or medical decisions on your behalf.
We strongly recommend that everyone have a durable power of attorney.
DIVORCE & FAMILY LAW
Separation and Divorce in North Carolina can involve complex legal issues that require careful consideration. Your domestic situation may be unique and we can guide you thru the process to make the right decisions for you and your family. Learn More
BUSINESS & CORPORATE LAW
We have a wealth of experience helping small business owners with business and regulatory matters. We can guide you through the complicated process of choosing a business entity and incorporating your new business. Learn More
REAL ESTATE LAW
We handle typical buyer and seller real estate transactions in the greater Triangle market. Please see our Real Estate page for more information and useful Buyer and Seller forms. Learn More
ESTATE PLANNING & WILL PREPARATION
We offer estate planning legal services such as wills and power of attorney forms to assist you in carefully planning for your future as well as that of your family and business. Our office provides legal counsel and directs you through a planning process which can otherwise seem overwhelming. Learn More
Request a Consultation
We would love to speak with you about your legal needs. Please contact us for a Consultation