Charlotte’s Estate Plan Firm

While every family and estate is different, as an estate planning lawyer, I have seen it all. Since 1979, I have helped Charlotte residents plan their estates and protect all manner of assets from business succession plans to wills, trusts and more. I have created more than 15,000 estate plans and understand what you need to keep your assets safe.

Estate Plans And Asset Protection

The purpose of an estate plan is to protect your assets and to see that your wishes are carried through after you have passed away or become incapacitated. This can include the distribution of real estate and heirlooms to complex management of financial assets and payment schedules through a trust.

Adaptable Plans To Fit Individual Needs

An estate plan is ongoing work that takes form at the request of its owner. This means it is highly customizable and can adapt to meet your goals. Like a flow chart, you can create a direct succession for individual properties to individual owners.

With nearly 40 years of experience, I can help with your estate plan concerns, including:

• Living wills
• Powers of attorney
• HIPAA (Health Insurance Portability and Accountability Act) releases
• Health care directives
• Wills and testaments
• Trusts
• Beneficiary designations
• Business succession planning
• Guardianship

You Can’t Solve Problems With A Form Off The Internet

There are rudimentary forms available online for wills and estates, but they do not provide individual insight for your own situation, nor do they always reflect appropriate law. The fact is that your property is unique and your estate plan needs to match that nuance to pass through probate.

I am experienced in North Carolina estate planning and have helped generations of Charlotte residents. To schedule a meeting, call us at 704-954-8609 or email to get started. Spanish and hearing-impaired translation services are available.