Retirement & Estate Planning in North Carolina
Just because you retire does not mean life stops!
Planning for retirement should include tailored legal tools that reflect your personal wishes - and that also protect you, your assets and your loved ones. This key life transition demands clarity and good counsel for the outcomes that you desire. We have the professional expertise help you successfully navigate this stage.
At our firm, we work every day with clients to establish the following legal documents:
Will and Trust Planning
Power of Attorney Provisions
Beneficiary Plans
Appointment of Executors, Agents and Trustees
Testamentary Trusts
Legacy Giving
Remember that strong legal documents give you control over your legacy.
Starting with a free consultation, we can help you consider a range of options to meet your particular needs.
As your estate grows you may want to consider creating a Revocable Living Trust that can save your family from the time, cost, and stress of the probate process. With legal guidance, you can ensure heirs and beneficiaries receive assets in a way that manages and minimizes tax impacts.
Establishing thorough Financial and Health Care Powers of Attorney allow a trusted agent to act on your behalf if you are incapacitated due to illness or injury. Having these documents in place can save you from having to appoint a guardian through a court process.
Taking actions like these will set your big plans in motion so that you can live your best life!
We’ll look forward to hearing from you.