Estate Planning and Administration


Estate planning is the process of managing and controlling your assets while you are alive and well, planning for yourself and your loved ones if you become disabled or incapacitated, efficiently transferring your property to your beneficiaries at death, and protecting your loved ones and their inheritances after you are gone. While all of these facets of estate planning may sound straightforward, there are many strategies that can be involved in a well-designed estate plan, and various legal tools may be utilized such as wills, revocable living trusts, irrevocable trusts, durable powers of attorney, health care powers of attorney, living wills, and other documents. No one enjoys thinking about death or disability; however, establishing a proper estate plan is one of the most important steps you can take to protect yourself and your loved ones. Without a plan of your own, the State of North Carolina has one for you. The State’s plan involves the guardianship process, intestacy laws, and probate. In our experience, the State’s plan is not what most people would choose for themselves and their families. By planning ahead, you can replace the State’s plan with one of your own and ensure you and your loved ones are protected. Common Components of Estate Plans

  • Lifetime Control
  • Incapacity Planning
  • Wealth Transfer Planning
  • Estate and Income Tax Planning
  • Family and Beneficiary Protection
  • Charitable Gift Planning
  • Business Planning
  • Special Needs Planning

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