Trust & Estate Planning


We believe the first step in developing an estate plan is listening. By listening to you, we will understand your goals and recommend strategies to develop a plan built around your objectives. And we will be available to maintain and update your plan as your circumstances change.

Trust & Estate Services Include:

  • Estate & Trust Taxation
  • Estate & Trust Administration
  • Document Review - Wills, Health Care Directives, Power of Attorney
  • Lifetime Giving Strategies, Gift Tax & Charitable Trusts
  • Alternatives to Probate
  • Life Insurance & Liquidity Analysis
  • Beneficiary Designations
  • Elder Care Planning
  • Incapacity & Terminally Ill Planning
  • Business Continuity Plans & Buy/Sell Agreements
  • Family Partnerships

North Carolina certificate number : 41208