Why Choose NC Planning?
At NC PLanning, our attorneys offer the most comprehensive suite of estate planning legal services in North Carolina. These services include but are not limited to:
- Last Will and Testaments
- Revocable Wills
- Powers of Attorney
- Business Succession Planning
- Guardianship of Minors
- Charitable Planning
- Estate and Gift Taxes
- Asset Protection Planning
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COMMON ADDITIONS TO COMPREHENSIVE ESTATE PLANNING
- Credit Shelter Trusts are tools used by married individuals to maximize their estate tax exemptions. The strategy involves creating two separate trusts following the passing of one spouse.
- Revocable and Irrevocable Trusts are established as a means of providing legal protection for the trustor or grantor’s assets, making sure those assets are distributed according to the grantor’s wishes following death. A trust avoids probate, saving time, and often reducing estate and inheritance taxes. There are many different types of trusts that can be used for specific situations.
- Family LLPs allow family members to profit according to their proportion of general partnership and limited partnership shares.
- Charitable Planning allows you to leave money to the charities you care about after your death, as well as to plan for charitable giving while you are alive.
- LTC Planning considers the need for a nursing home or other long-term care in the future, ensuring that assets are not considered “countable” so you will qualify for Medicaid assistance.
- Final Expense planning ensures your funeral and burial expenses are paid for so your family members will have one less thing to worry about.
- Retirement Account Planning can be crucial to your future; the SECURE Act, passed in 2019, has a number of provisions that benefit retirement savers as well as employers.
Benefits of Hiring an Experienced Estate Planning Attorney
- Individualized Service: We don’t believe in one-size-fits-all estate planning with form documents. You can expect a customized plan to fit your individual goals, wishes, and assets.
- NC Estate Law Professionals: We’ll work with you, as well as your team of advisors and family, to ensure your plan is properly implemented.
- Secure Your Legacy: Each of our attorneys are highly experienced in North Carolina estate law and possess the knowledge and skills to help ensure your final wishes are properly documented.
