Protect Your Estate with Purpose

At the Estate Planning Attorney Group, we believe that preservation is not optional.

It’s not a niche estate plan strategy that we offer our clients. It is core to our legal philosophy and what we believe is to customize a proper estate plan as close to our client’s unique situation as we can.

Cary, North Carolina Estate Planning Attorney Group

For Wills, Trusts, Tax and Long Term Care Planning In Cary, North Carolina Call Us At 859-609-0280

From Pender County to all the surrounding counties – New Hanover County, Brunswick County, Onslow County – and throughout the State of North Carolina – we are North Carolina’s trusted estate planning attorneys.

From Jacksonville to Wilmington and all through North Carolina – we work with the most trusted attorneys, financial advisors, and tax professionals in the great State of North Carolina.

We are a national law group, serving coastal Carolina, dedicated to taking the stress and worry out of finding a local and highly qualified attorney. We offer a nationwide network of trusted attorneys and professionals who have decades of experience in the legal field as well as the best technology, estate planning software, and training to handle any and all estate planning and elder law issues.

We start with what call the 3 Pillars: Preservation, Protection, and Planning

Preservation

Preservation means helping with growth of your investments while ensuring your home and savings are not liquidated in the event of a long-term care crisis and ensuring you don’t lose the principal of your investments.

Protection

Protection pertains to helping your home and assets avoid probate at your passing and providing a step-up basis to reduce taxation.

Planning

Planning involves looking at your unique goals for distributing your assets to your children, heirs, beneficiaries, or charities. This can include structuring the distribution.

By combining the three Pillars we offer a customized estate plan that helps screen out the need for probate or unnecessary taxes or exposure to nursing home spend downs. It is our formula to maximize PEACE OF MIND.

Getting Started for a One Time Fixed Price

1) Set up your Personalized Consultation

First, we want to have a sincere conversation about everything that is important to you and your family. We will meet in our conference room and go over areas where you want protection. In fact, you’re going to have the opportunity to list the priorities important to you and to ask all the questions that matter most.

2) Create a holistic estate plan

Holistic estate planning gathers all the pieces of your family, financial, legal puzzle to create a roadmap for your future and for your heirs. We start the design of your plan and explain each of the components. For example, who do you want as your agent and contingent agent on your power of attorney estate planning document. We will add provisions in your documents depending on your goals like nursing home avoidance, long term care planning, retirement and Social Security planning, investment planning – and of course – how you want your wills, trusts, power of attorneys, and living wills drafted. Once we have your plan complete, we can move to the drafting and preparing of your documents.

3) Plan Implementation and Delivery

Once all the documents are ready, you will come back into the Cary office for implementing your plan and goals. This is where you officially sign, with witnesses and notary, your plan documents and put them into motion.

4) Lifetime Relationship

Finally, we arrive at Step 4, which is our commitment to stay in touch with you. You’ll also become a part of our family of clients – all of whom have a life time relationship with our Firm. You can attend our future seminars and your family can call us should you have a disability or pass away. We offer free communication to answer questions you and your family have about your plan and be assessible for your heirs to guide and help them.

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MEET WITH US

Schedule a FREE consultation with our estate planning attorneys in Cary, North Carolina. The consultation is complimentary and we can educate you about your individual solutions and strategies to help your goals are meet and everything you have worked hard for is safe and secure. If you feel our firm or recommendations are not what you are need, then tell us no thanks, but if you feel like our strategies are right for you, then let us know and we can begin drafting your custom estate planning documents.

Call to Speak to an Attorney

859-609-0280

Estate Planning Attorney Group
107 Lilmayne Dr # D,
Cary, NC 27511

cary@estateplanningattorneygroup.com

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Disclaimer:

This information on this Florence Wills and Trusts / Estate Planning Attorney Group / Law Firm website is for informational purposes only. This page, or any emails or communications, should not be taken as legal advice for any individual case. Rather please contact our attorneys to seek help. The website is not intended to create a attorney-client relationship.