Estate Planning and Administration

Your family assets and estate planning needs are unique. We take the time to offer a personalized plan, based on individualized client service.  Our estate team combined has over 50 plus years of experience.  We work with a number of outside experts, including financial planners, who can help us come up with the right combination of wills and/or trusts to meet your needs. We will help you find ways to protect your wealth today and maximize the gifts to your family.

 

We offer the following services:

  • Wills
  • Living wills
  • Health care directives
  • Living trusts
  • Special needs trusts
  • Charitable trusts
  • Powers of attorney

From small to large estates, we can walk you through the formal administration requirements with the office of the Clerk of Superior Court.  As needed, we represent fiduciaries, beneficiaries and family members in a wide range of inheritance disputes, including:

  • Will contests
  • Will caveats
  • Fiduciary issues
  • Removal of fiduciary proceedings
  • Probate disputes

As individuals age, other concerns may arise.  If you are no longer receiving health care from your employer, you may be eligible for Medicaid benefits.  If you or someone you love has been the victim of nursing home negligence or abuse, do not wait to raise your voice and protect your rights.  If a proper power of attorney is not in place, guardianship proceedings may be necessary to ensure a loved one who is no longer competent receives proper care.  Our firm can assist you in these areas as well.