Estate Planning

Why Estate Planning?

Do you want to make a positive difference in the lives of your loved ones after you’re gone or become incapacitated?

There is a mistaken yet common belief that estate planning is only for the wealthy. The reality is that every estate – large and small – can and should benefit from proper estate planning.

Estate planning is not just a set of documents. Estate planning should involve consulting with a compassionate, highly trained and experienced estate planning attorney who will take the time to get to know you and your wishes through an organized planning process. Working with our skilled and knowledgeable team will allow you to develop strategies that are carefully crafted to the achieve your goals using the best estate planning tools. With decades of legal, tax, and financial experience, our estate planning attorneys translate your wishes and goals for the future into a structured estate plan that will provide you peace of mind.

Estate planning can be a complex process, especially for those individuals and families with diverse assets or special needs to address. It involves assembling a complete understanding of your family, all of your assets and liabilities, and any particular estate planning concerns and objectives you may have. For instance, if you own properties in multiple states, we’ll need to address the laws of each state in which you own property. If your child has special needs, we can set up a trust for their benefit. We also recommend ways to avoid probate and avoid or reduce estate and inheritance taxes,.

Partnering with our estate planning team allows you to alleviate the burden on your loved ones after you are gone or no longer able to manage your affairs. Whatever your specific needs and desires are, we are here to provide you with expert guidance and consultation to ensure they are met.

Do you already have an estate plan?

A regular review of your estate plan is essential to ensure your wishes for the distribution of your assets are always current and documented. If you have recently married, divorced, had a child, lost a loved one, or moved to another state, it is important to update your estate plan to reflect these life changes.

TrustCounsel’s estate planning attorneys do much more than draft documents for you. We are dedicated, trained professionals who will take the time to get to know you as an individual. We dedicate ourselves to developing an estate plan that is unique to you, that protects your family, preserves your assets, distributes your belongings per your wishes, and saves you taxes. Whatever your specific estate planning needs are, TrustCounsel is here to serve you.

CONTACT

TRUSTCOUNSEL

Chapel Hill, NC

1414 Raleigh Road
Ste. 203
Chapel Hill, NC 27517

NAPLES, FLORIDA

1415 Panther Lane
Ste. 534
Naples, FL 34109

239-933-2097

(BY APPOINTMENT ONLY )