Estate Plans
Wills, decision-making and other vital information about protecting your assets.
Probate Administration
Navigating the administrative maze of valuation and ownership.
Special Needs Trusts
Helping your family make the right decisions for those you love.
Let’s Start With A Consultation
Helping To Protect Your Assets
If you are looking to draft or update a simple will or need a more detailed plan that covers power of attorney, medical decision-making, guardianship and conservatorship, as well as business succession, I am a lawyer who can provide customized legal tools to fit your life. An estate plan is not a form you fill out; it is a comprehensive road map for your assets and important decision-making roles further down the road.
Providing Guidance And Security
As a board-certified specialist in estate planning and probate law, I have drafted more than 15,000 estate plans in Charlotte since 1979. I am experienced in North Carolina law and I understand both tax and human issues. I am ready to help you make key decisions to arrange for a seamless estate plan and inheritance. It is difficult to work through the many options of an estate plan, but I can provide answers and a clear plan that begins on your initial visit and continues through life’s many changes.
Special-Needs Planning
If your family is facing difficult decisions in caring for elderly members or children with special needs, I will help guide you through the legal process to make sure your loved ones receive their entitled government benefits while formulating a complete estate plan.
Protecting What Is Important To You
When you visit my office, we will sit down together to discuss your objectives and concerns, co-creating a plan that gets your affairs in order, whatever the circumstances. I have been helping families and individuals protect their assets for almost 40 years and I know what a solid estate plan requires. Call me at 704-954-8609 or reach me online for more information.
