Estate Planning

We assist individuals, families, and business owners in developing estate plans to achieve effective estate and legacy planning goals and strategies.

Whether you anticipate a major life event such as having a baby or simply desire the peace of mind that comes with putting your affairs in order, let us help establish an estate plan that fits your particular circumstances.

Some of our services include:

· Wills, Trusts, Powers of Attorney, and Living Wills

· Basic Estate Planning

· Family Legacy Planning

· Digital Asset Planning

· Special Needs and Disability Planning

· Pet Planning

· Business Succession Planning

· Estate and Gift Tax Planning

We also participate in a unique program called Minors Matter in which parents can arrange for caregivers to immediately access critical information for their children in an emergency.

For more information or to join our growing client family, please call (704) 887-4944 or email us here.