Image by Joe Yates
Trusts & Estates
Overview

Life is unpredictable and having a plan in place for your passing is tremendously important. This is why we are trusted partners and advisors in planning and preparing our clients for the unexpected. We have the expertise, patience, understanding, and experience to help you protect and transfer your hard-earned assets to the people or organizations that mean the most to you. We build individualized estate plans that address our client’s unique needs and protect their financial legacies. To this end, we work with our client’s investment advisors, financial planners, accountants, and insurance agents to synchronize our client’s estate plans with their financial structure and goals. We specialize and offer both will-based and trust-based estate planning services. Additionally, we offer healthcare and financial powers of attorney, and advance healthcare directives that protect you during your lifetime. 

Services

Wills. Without a will, North Carolina law will control how your assets and property is distributed. Wills allow you to control the distribution of your assets and property upon your passing in the way that works best for you.

 

Trusts. Revocable Living Trust, Irrevocable Living Trusts, and Special Needs Trusts are among several tools that allow you to control distribution of your assets and property and avoid the North Carolina probate process and courts. 

Healthcare and Financial Powers of Attorney. These instruments help you avoid judicial intervention in the event you become incapacitated by allowing you to select a trusted family member or advisor to handle your healthcare and financial affairs. 

Advance Healthcare Directives.  Also known as a “Living Will”, this document will allow you to make your end-of-life wishes known, in advance, in the event you are unable to make healthcare decision for yourself. 

Trust and Estate Administration. We assist beneficiaries in claiming their rights under a will or trust and help trustee, personal representatives, and executors meet their duties during the probate process or responsibilities under a trust.