Estate Planning

Estate Planning is the process where the documents are created to direct the disposition of your assets and the care of your minor children if you become incompetent or if you pass away.   If estate planning documents are not put in place, then, in the event of death, the “will” in the state intestacy statutes will determine the disposition of your assets and the rules in the state guardianship statutes will direct who can be appointed as guardian for your minor children.

Estate planning services provided to clients in North Carolina and South Carolina include, but are not limited to, the following:

  • Simple Wills
  • Complex Wills
  • General Durable Powers of Attorney
  • Limited Powers of Attorney
  • Health Care Powers of Attorney
  • Revocable Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • IRA Trusts
  • Irrevocable Life Insurance Trusts
  • Certificates of Trust