In our North Carolina estate planning work, our top priority is to help you make sure your legacy is what you want it to be. It all starts with a consultation.
Once we know what your estate includes and what you want to achieve, we will go over all of your available options, including their advantages, disadvantages, and tax and other consequences for your heirs.
If there are any potential problems we are aware of, we will point those out. We’ll also help you think through which options will best support your estate planning goals.
Once you have decided what you want to do, we will help you set everything up and create the instructions others will follow to carry out your wishes. We can work with your attorney, CPA and other trusted advisors, or we can source the expertise needed from our team or our network.
Ultimately, our goal is for your final wishes to be clearly expressed, legally safeguarded and for everything to happen with no surprises or unintended consequences when the time comes.