We provide a wide range of estate planning services that range from simple wills at a very reasonable rate to the most sophisticated estate plan. We enjoy working with all clients from the young professional or young couple just starting out to the retired client with complicated estate matters.

For a decedent's estate, we are able to handle all of the required work, including probate filings, distribution of assets, estate tax filings, notice to creditors, and inventories. We might be engaged to handle all of the matters of an estate or only the most complicated matters such as estate tax returns or the drafting of a Final Account. Almost every estate has one or more tax issues that can best be resolved with the advice of a professional. Our CPA background is of particular benefit in the fields of estate planning and estate administration.

The types of estate planning documents that we draft include, but are not limied to, the following:

Wills and Trusts

Simple Wills
Wills and Trusts for Minor Children
Living Trusts to avoid probate
Wills with Trusts for adult children
Life Insurance Trusts
Special Needs Trusts
Estate Planning Trusts (Credit Shelter Trusts)
Charitable Reminder Trusts
Marital Trusts (QTIP Trusts)
Qualified Domestic Trusts (for non U.S. Citizens)

Every estate plan, from the simplest to the most complex, should include the following:

Health Care Powers of Attorney
General Powers of Attorney (Durable)
Living Wills

Included in our estate and trust planning services we provide the following tax preparation services:

Federal and North Carolina Trust Tax Preparation
Federal and North Carolina Estate Tax Preparation