Everyone has an estate whether they realize it or not. Some estates are bigger than others, often involving homes, vehicles, other real estate, investment portfolios, life insurance, retirement accounts, boats, art, jewelry, and more.
Wills and trusts are the legal instruments that provide instructions as to how your property and other assets will be handled upon your death or incapacity. Wills and trusts do different things when it comes to your estate,
Elder law is a legal field which concentrates on the issues that affect our senior citizens and their families. At the Daly Mills Elder Law, we have concentrated our practice in this field of law for more than a decade.
Estate administration is the legal process by which a person's debts are paid and assets are distributed upon her or his death.
In some cases, an individual may not be able to look after their property or their health. For these individuals, we can assist them in obtaining a court-appointed guardian. A guardian is under a duty to oversee the ward’s property ...
Your assets are important to you, and it can be daunting to think about what will happen to those assets in the future. Asset protection planning is a way you can proactively protect your estate from future creditors, divorce, or lawsuits.
Many seniors end their final years in nursing homes or assisted living facilities. These facilities can rapidly deplete the savings that individuals and couples have spent a lifetime building.
A power of attorney is a vital estate planning tool which allows you to pick someone you trust to handle certain matters should you become incapacitated. These legal instruments can also be used in cases where you are traveling
What will happen to my disabled loved one if I am no longer here? This is probably the scariest question for you to ask. We have answers. As knowledgeable special needs planning attorneys
At Daly Mills Estate Planning, our Mooresville attorneys are committed to providing each of our clients with the resources they need to develop impactful futures for themselves and their loved ones.
We know our fellow North Carolina residents have worked hard to get to where they are, and we want to help ensure their legacies are secured with tailored estate planning strategies that fit their unique needs because this is also our home.
Our lead estate planning and elder law attorney, Danielle Feller, is a local North Carolinian at heart. The daughter of a Mooresville Graded School District member, Ms. Feller graduated from Mooresville High School and attended both undergraduate and law school in Raleigh before moving back to Iredell County to further her law career by developing important legal solutions for those in her community.
It is also where our attorney Miranda Mills was born and raised, home to her Alma Mater, the Wake Forest University School of Law, and where her parents and family live.
Combined with our skilled support staff, our estate planning attorneys deliver customized solutions for individuals, families, and trusts that rewrite the narrative that defines security to effectively protect our clients and their futures.
You have built your legacy with distinction, let us help you protect it.
At Daly Mills Estate Planning, our Iredell County attorneys believe that families should know exactly who they are trusting with their futures. Our law firm operates with complete transparency, which allows our experience, honesty, and integrity to lead our clients down their unique protective paths.
We provide personalized legal services and strategies for all North Carolina residents, in the areas where they need an experience most, including:
How may we help elevate your family’s future?
Protecting your future begins with safeguarding all you have worked so hard, for now, to help ensure it grows with you. From business and real estate interests to divorces and lawsuits, your assets are at stake with each year that passes. Our skilled team of legal professionals will review your assets, risks, and financial goals to establish a protective structure that fits your unique needs.
Our dedicated asset protection, planning, and management attorneys will provide the confidence you need to align your short and long-term goals with legal strategies that allow your quality of life to improve with age.
At Daly Mills Estate Planning, our dedicated Mooresville elder law attorneys provide our clients with customized legal strategies that allow them to prepare for their health, well-being, and financial security.
With a firm grasp on legislation and case law that affects our advanced estate, financial, and long-term care planning, we are changing the narrative for our elder clients, so they can maintain control of their futures and confidently dictate the impact of their legacies.
Our estate administration and probate lawyers in Mooresville provide leading, accurate, and timely legal advice to executors, administrators, and beneficiaries regarding all aspects of estate administration and the probate process.
We minimize the stress and confusion of notifying creditors, opening an estate bank account, gathering assets, filing inventories and accounts with the court, and distributing to heirs through comprehensive estate administration and probate services to maximize the sense of security and quality of life our clients deserve.
Each person’s estate reflects their life’s work, which should be kept intact with the dignity and distinction in which it was obtained.
No matter the size or monetary value of your estate, failing to plan for its distribution after you are gone places the control of your legacy in the hands of North Carolina statutory law.
With an intelligent and effective estate plan in place, you can help ensure that your wishes and objectives are honored when you are no longer able to express them on your own while minimizing taxes, court fees, and legal expenses required upon distribution.
At Daly Mills Estate Planning, our Iredell County guardianship lawyers provide purposeful legal solutions for families who are confronted with the reality that their loved ones may no longer be capable of caring for their health or property the way they once were.
Whether it is a General Guardianship or Guardianship of a Person or Estate, these are deeply personal commitments that require a complete understanding of the responsibility for dedicated, caring advocacy through the establishment and administration of these legal matters.
We can help you determine the best legal approach to protecting your loved one’s best interests, so their continued care and maintenance are prioritized through confident guardianship agreements.
Our Mooresville Medicaid and long-term planning lawyers know how quickly extended care facilities, including nursing homes and assisted living arrangements, can deplete a lifetime of savings. We also know that without the proper assets to pay for quality care, our North Carolina seniors can suffer from a diminished quality of life far from the thoughtful standards they once enjoyed.
Long-term care assisted living, and Medicaid all fall under complex regulations that change frequently, making asset preservation, formation, and implementation plan a necessary part of any estate.
Our skilled estate planning attorneys help position our clients for Medicaid eligibility while preserving their assets, so they can get the care they need without sacrificing the legacy they have worked so hard to build.
When our clients care for loved ones with special needs, their focus is on providing the quality of life they deserve now and going forward.
The question becomes, what happens when the caregiver is no longer able to provide that security?
Our compassionate special needs planning and protection lawyers in Mooresville will provide the legal protection you need to cover their future care with a properly drafted estate and financial plan that will specify their inheritance is not to alter, diminish, or destroy their existing Medicaid, Special Assistance, and Supplemental Security Income benefits, but is reserved to supplement them without the government’s interference.
At Daly Mills Estate Planning, our wills and trusts lawyers in the Lake Norman area believe our clients should maintain control of their futures by providing their loved ones with detailed instructions on handling their property and other assets upon their death or incapacity.
Wills and trusts operate in different capacities and can be designed in tandem to fully protect both their assets and wishes, so their loved ones can simply appreciate the exceptional care and attention to detail these important legal documents represent.
Wills and trusts allow our clients to name a designated executor of their estate, and the beneficiaries of their property and assets and how they will be divided, designate guardians and property managers for minor children, and provide instructions as to how taxes and debts should be handled to give families privacy after the loss of a loved one while reducing court costs and legal fees associated with probate.
We believe that the dignity and integrity of our services is a true reflection of our greatest generation’s legacy, which we are honored to protect, so they are confident that their decisions and future plans will only benefit their heirs.
Our lead attorney, Danielle Feller, understands first-hand how important it is to make sure a person’s estate planning, asset protection, and estate administration needs are taken care of. When Danielle’s father was unexpectedly diagnosed with terminal cancer in 2016, Danielle made sure her parents spoke to an estate planning attorney to update their wills and powers of attorney documents. After Danielle’s father passed away, she personally experienced and witnessed how stressful and emotional it can be to administer a loved one’s estate while trying to grieve. It was then that Danielle made it her goal to help others plan for the unexpected and relieve the stress and burden during the process.
Danielle Feller is an AV Preeminent Rated attorney in Estate Planning, Rising Star Super Lawyer, and has an Avvo rating of 10.0. She is regularly appointed by the Iredell County Clerk’s Office to be an attorney Guardian ad Litem for Special Proceedings.
Danielle is a member of the Iredell County Bar and the North Carolina Bar Association Estate Planning & Fiduciary Law Section. She is also a member of Wealth Counsel, LLC, a national organization where attorneys and other professionals collaborate, learn from each other, and stay current with ever-changing laws, including all applicable statutes related to our practice areas that focus on serving clients with end-to-end estate planning needs.
Her knowledge, experience, and dedication to elder law are acknowledged in an upcoming chapter with Wealth Counsel’s second edition of Estate Planning Strategies, Collective Wisdom, Proven Techniques.
We will protect your legacy by listening and learning everything there is to know about how you want your estate to impact future generations, so you can confidently enjoy the quality of life you deserve knowing each detail is protected.
Our time and legal resources belong to each client, individually.
We partner with our North Carolina residents using affordable, upfront rates, so they can keep their assets working for them, not sidelined for legal fees.
When you retain our Lake Norman area estate planning law firm, you work one-on-one with our estate planning attorneys who provide customized legal strategies and solutions that allow our clients to make informed, intelligent decisions about their legacies.
To learn more about how we can help you and your family create a customized estate plan to protect your legacy, call us at (704)-878-2365 to schedule an initial consultation with our elder law attorneys in Mooresville, North Carolina at Daly Mills Estate Planning today.
Our Daly Mills Estate Planning attorneys in Lake Norman know that North Carolina Medicaid supports the health and well-being of more than 2.3 million annually. For thousands of North Carolina residents who will count on Medicaid as part of their long-term care services in the future, qualifying can be more challenging than most people realize. […]
The Daly Mills Estate Planning attorneys in Lake Norman know it is nearly impossible to keep up with the Internal Revenue Service (IRS) and its annual Administrative, Procedural, and Miscellaneous tax changes. However, significant changes were recently announced for the upcoming 2023 tax year to accommodate annual inflation adjustments for more than 60 tax provisions, including the […]
Our Daly Mills Estate Planning attorneys in Lake Norman know our North Carolina clients have done everything right when it comes to protecting their futures. We have seen firsthand the relief our clients feel when they have an estate plan in place, and the confidence it gives them going forward. The good news is, you […]
