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North Carolina Estate Planning & Fiduciary Law
Planning for the end of your or a loved one’s life can be a challenging concept to wrap your head around. However, it is an absolutely vital component to ensure your family and beneficiaries are taken care of, and your assets passed along in a manner with which you would agree. At North Carolina Estate Planning & Fiduciary Law, the team you will find has decades of combined experience helping individuals and families just like yourself find the peace of mind that corresponds with knowing that your affairs are in order and those you care about the most will be better for it.
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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 pre-death planning can seem confusing at first glance. While not every option is suitable for every situation, the chances are that you can benefit from at least one or more of them. No matter your level of assets or current family situation, there is a vast array of options waiting for you that is meant the cover the range of situations folks may find themselves in.
While it may never be too early to begin considering planning your estate, there is a time in which it may definitively be 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 the proper arrangements to finish filing your estate planning documents. This unfortunate reality is crucial to keep in mind because if it comes to pass, it may leave your family and those close to you in a difficult position.
Since the ultimate goal of estate planning is preparing your estate to be handled after your passing, there needs to be someone there to ensure it unravels in the way you and your attorney saw fit at the time of the plan's formation. To ensure everything is handled correctly, the trust administration services sector of North Carolina Estate Planning & Fiduciary Law has you covered. Regardless of where your plan was created, we can help tailor it and carry it out in the unfortunate event of your passing.
A branching arm of trust administration, probate is the inevitability one may face if their assets were not adequately protected at the time of their death. Unfortunately, while endless online resources promise quick and straightforward solutions for estate planning, almost none of them consider the complexities introduced by each state.
In Charlotte, North Carolina, this is no exception. While the primary estate planning structure may be similar across the country, it will not cover you regarding the minutia required locally. Luckily, while this can be a complex area of law to parse independently, North Carolina Estate Planning & Fiduciary Law has a wide breadth of experience to draw from to ensure you are covered and your estate planning goals can be accomplished.
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Latest News
IRS Issues Inflation Adjustments for Transfer Taxes Related to Estates and Trusts
November 7, 2022
In Rev. Proc 2022-38, the IRS provided inflation adjustments for various IRS Code provisions for taxable year 2023, including many relevant to trusts, estates, and gifts. The 2023 inflation adjustments include: The basic estate and gift tax exclusion amount (and the generation skipping transfer tax amount) will increase to $12,920,000 from the 2002 exemption of $12,060,000; The gift tax annual exclusion will increase from $16,000 to $17,000; The… Read More
How To Find Us?
Address: 5955 Carnegie Blvd. Suite 100 Charlotte, NC 28209
Phone: (704) 248-6325
Open: Monday - Friday): 8 AM - 5PM
Closed: Saturday - Sunday
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What To Do Now?
Regardless of your situation, the first step on the path towards handling any aspect of the estate planning process you may face is calling North Carolina Estate Planning & Fiduciary Law in Charlotte, NC, to schedule a consultation. From this meeting, we will gauge your goals and needs when planning your estate or evaluate your situation if a dispute or issue has arisen. Remember, while it is never really too early to begin planning for the inevitable, it can assuredly be too late, so don’t hesitate! Call our office in Charlotte, North Carolina, as soon as possible to explore your pre- or post-mortem estate options.
