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Charlotte Estate Planning Attorneys

Skilled Estate Planning Attorneys in Charlotte, North Carolina

Our Daly Mills Estate Planning attorneys in Charlotte provide our North Carolina clients with the legal tools and resources they need to make informed decisions about their futures.

We understand that most people believe estate planning is a daunting task, filled with complex and challenging legal requirements.

This typically leads to most waiting too long to establish a plan or taking the seemingly convenient route of using an online do-it-yourself form that can often result in documents that are riddled with errors, which negate their purpose.

Our Mecklenburg County estate planning lawyers know that no two people create lifetime plans that are alike, which is why we create individualized and personal processes for examining each client’s unique estate to develop customized, legally-binding wills, trusts, and estate plans.

We can help you and your family do the same, starting with a simple phone call today.

Our Experienced Mecklenburg County Estate Planning Attorneys Develop Unique Solutions for Our North Carolina Clients

Our Daly Mills Estate Planning attorneys in Charlotte know that the word “estate” suggests that the owner has extensive assets they cannot manage on their own.

The reality is, an estate does not necessarily refer to high-value assets or vast holdings.

Large or small, an estate may include one or more of the following:

  • Vehicles
  • Homes
  • Land
  • Real Estate
  • Boats
  • Art
  • Jewelry
  • Personal Property
  • Investment Portfolios
  • Retirement Benefits and Accounts
  • Life Insurance Policies
  • Businesses

Our estate planning lawyers in Charlotte understand that no matter the size or value of your estate, it is yours. And you deserve to determine what happens to it when you are no longer able to provide that direction.

If you fail to outline how you would like these possessions distributed, you are placing the control of your estate directly in the hands of North Carolina courts.

You have worked hard for everything you have. Protect it from the courts by developing an intelligent and effective estate plan, so you can help ensure that your wishes are followed while minimizing taxes, court fees, legal expenses, and potential headaches for your beneficiaries.

Who Should Create a North Carolina Estate Plan?

Estate plans are important for everyone — no matter the size of your estate — because they do more than designate where your assets will go when you are gone.

In North Carolina, intelligent estate plans will:

  • Create wills, trusts, or other customized strategies to protect your property and assets.
  • Designate trusted persons and formalize instructions concerning your finances and/or basic living matters should you become incapacitated.
  • Provide guardianships for adults and minor children, or for family members who have special needs.
  • Help your family avoid estate administration and probate issues.
  • Minimize or avoid estate taxes.
  • Create a plan for the succession of your business should you become disabled, retire, or pass away.

Proper estate planning can help minimize the challenges your family may face without the proper legal documents in place.

Estate plans also allow for your accumulated assets to be protected from being spent on long-term care costs and allows for your loved one to ensure the continuity of your care based on your desires.

Our attorneys will sit down with you and outline your finances to ensure that we create an overview of your income, expenses, and assets, and help you utilize the right estate planning tools to achieve your goals.

When you partner with our Charlotte estate planning law firm, you will receive the one-on-one guidance you need from skilled attorneys who provide customized legal strategies and solutions that will allow you to make informed, intelligent decisions about your current quality of life and your future wishes.

Contact Our Dedicated Estate Planning Attorneys in Charlotte, North Carolina Today

To learn more about how we can help you and your family create customized planning strategies to protect your legacy, call us at 704-595-2433 to schedule an initial consultation with our dedicated Estate Planning attorneys in Charlotte, North Carolina at Daly Mills Estate Planning today.

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