Longer-Than-Life Benefits
You deserve protection and peace of mind.
An expertly crafted estate plan provides that.
Planning for the end of your or a loved one's life can be a challenging concept. The exercise, however, is a vital component toward making sure your family and beneficiaries are taken care of, your assets passed along in a manner you desire, and that your legacy assets are protected. At North Carolina Estate Planning & Fiduciary Law, our team has decades of combined experience helping individuals and families just like you and yours create the peace of mind that comes with establishing an expertly crafted estate plan. We've helped hundreds of clients secure millions of dollars in assets for their legacies. We can help you, too.
Award Winning Estate Planning Law Firm in Charlotte, North Carolina
Board Certified
Leadership
Hundreds
Of Clients Served
Millions of Dollars
In Secured Assets
Estate Planning & Asset Protection
No matter what stage of life you may find yourself in, it is seldom too early to begin considering your assets and planning an estate. While it may initially seem like a daunting task, it can be handled simply and seamlessly with the proper assistance and support. Whether you have done prior research into the matter or not, it can be incredibly beneficial to have the advice and services of an estate planning attorney on your side.
From wills to a variety of available trust funds, the world of estate planning can seem confusing at first glance. No matter your level of assets or current family situation, there is a vast array of options meant to cover the entire spectrum of unique situations people create from their lives.
While it may never be too early to create an estate plan, there is a time where it may become definitively too late. If you become unexpectedly incapacitated for any reason or are no longer of sound enough mind to make legally binding decisions, you will be unable to make complete your estate planning documents. This unfortunate reality is crucial and may leave your family and those close to you in a difficult position.
Fiduciary Matters
The ultimate goal of estate planning is to prepare your estate to be handled after your passing and to delegate someone to ensure your wishes are followed in the way you intended at the time of the plan's formation. Our trust administration attorneys can help you make sure everything will be handled correctly. Regardless of when or where your plan was originally created, we can help tailor it and ensure it is carried out in the unfortunate event of your passing.
Probate is the inevitability your loved ones will face if your assets were not adequately protected through an estate plan or trust at the time of your death. While endless online resources promise quick and straightforward solutions for estate planning, almost none of them consider the complexities introduced by each state, and are rather one size fits all.
In North Carolina, this is no exception. While the primary estate planning structure may be similar across the country, covering the minutia required where you live is an impossible task for online document generators. Though this can be a complex area of law to parse independently, the attorneys at North Carolina Estate Planning & Fiduciary Law have a wide breadth of experience and leadership to draw from to ensure your estate planning goals will be accomplished and facilitated.
Mergers & Acquisitions
Compatible companies merge, joining forces to serve adjacent markets or to become much stronger and more competitive than they could be on their own. Entrepreneurs often look to exit their business to pursue other endeavors. Family-owned businesses may have to decide whether to sell to a key employee, a third party, or to transition to the next generation. At times, companies reach the point where they need capital from outside investors to reach their full potential.
We work with buyers, sellers, and investors at all of these critical junctures. We also help our business clients to be ready for potential future opportunities to expand by buying another company, entering into a strategic merger, or to negotiate the best terms when an unexpected offer for their business shows up. North Carolina Estate Planning & Fiduciary Law is prepared to assist companies, investors, and business owners at these turning points.
North Carolina Estate Planning & Fiduciary Law has significant experience helping clients buy, sell, and merge businesses. These business deals may involve the exit of current ownership or the combining of existing management teams. We also work with strategic investors looking to find opportunities to help companies realize their full potential with the injection of crucial capital and business mentoring.
Testimonials
A very professional attorney and law firm. I can not imagine a more satisfactory encounter. Highly recommended.
My family and I highly recommend Jim for legal assistance with guardianship proceedings.
I could not have chosen better. Jim and his entire staff are kind, caring, and thoroughly knowledgeable on what can be done. I always felt my case was important to them and that they were doing their best for me at all times.
I highly recommend Jim to handle your legal needs. His staff is professional and thorough. I am a fan of Jim and the firm. If you want honest, fair and someone that fights for you, Jim is the lawyer you need!
Jim has been instrumental in our case which spanned multiple states. Highly recommend Jim!
One of the best estate attorneys in Charlotte! I definitely recommend to work with them, very professional staff but also friendly and understanding of unique situations.