How We Work With You

Foundation Estate Planning
- Last Will & Testaments
- Revocable & Living Trusts
- Health Care Powers of Attorney

Probate, Trust, & Estate Administration
- NC Probate & Estate Administration
- Collection of Assets & Negotiation of Debts

Protecting or Planning for Minor Children
- Guardianship Planning
- Testamentary Trusts
- Grandchildren Trusts

Individual Tax Planning
- Estate & Gift Tax Planning
- Income Tax Planning
- Business Income Tax Strategies

Asset Protection
- Asset Protection Trusts
- Liability Minimization Structures
- Asset Preservation Trusts and Entities

Comprehensive Estate Planning
- Estate & Gift Tax Planning
- Credit Shelter & Other Complex Revocable Trusts
How We Work With Your Business

Business & Corporate Planning
- Entity Formation: LLCs & Corporations
- Ownership Agreements & Protections

Professional Practice Planning
- Including Dentists, Doctors & Veterinarians
- Associate Contract Review & Drafting

Business Start-Up & Formation
- New Business Owner Advisory
- Entity Formation: LLCs & Corporations