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Advanced Estate Planning for Cary, Apex & Raleigh, NC

You've worked hard your whole life to provide for your family and make your loved ones more secure.  Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.

Our firm regularly assists affluent families with such sophisticated planning strategies as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.  

Our estate planning attorneys are dedicated to helping clients make educated, informed decisions about their assets and will work with you and your team of financial advisors and CPAs to implement a highly sophisticated estate plan.



Reasons to Hire an Estate Attorney

We can update documents when necessary/appropriate - As life events occur and financial situations change, your wills, trusts or estate planning documents may need to be reviewed to ensure your estate plan still does what you want. An estate planning attorney can carefully determine whether any updates are necessary given your goals and wishes.

We can ensure your documents comply with the current lawProbate and trust laws are state-specific, and do change from time-to-time. A licensed estate planning attorney can ensure that your documents are drafted in accordance with current state law.

You can be sure your documents say what you want them to say - Estate planning verbiage can be complex and confusing and it is easy to misinterpret what you are being asked for when you attempt to do it yourself. This can result in an estate plan that does not work for your desired outcome. An experienced estate attorney will work to understand your wishes and can draft documents that accurately reflect your wishes.

If you live in the Cary or Holly Springs area and are searching for a knowledgeable estate attorney, contact us today.

 


Based in Raleigh, North Carolina we assist clients throughout Wake County, NC and Johnston County, NC as well as the cities of Cary, NC, Morrisville, NC, and Clayton, NC.



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4140 Parklake Avenue, Suite 615, Raleigh, NC 27612
| Phone: 919-277-2200

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