Garner, North Carolina Estate Planning Lawyers
Paul takes his fiduciary role very seriously. His relationship-centered philosophy emphasizes a focus on solutions rather than just documents and deliverables. He believes in focusing on the client’s goals and pain...
His law practice was heavily influenced by life circumstances; his older brother was severely injured, unconscious for two months and survived with traumatic brain injury. Hence Bill learned how to deal with special needs; eventually, he became his brother’s care manager and Trustee. He also...
Jackie determined early on that traditional estate planning has primarily focused on what happens upon death, but a far more pressing concern for many families today is—what happens if you don’t die suddenly, but instead need long term care for several months or years? A comprehensive estate and long term care plan should address both of these concerns.
Jackie is a member of WealthCounsel...
Raleigh, NC 27615
New England Law | Boston
David has represented and is currently representing clients is a wide...
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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