Wills & guardianship planning
Set out who should receive your property, who should handle your estate, and whom you would prefer as guardian for minor children. A will may also include trust provisions for children or other beneficiaries.
PLANNING AHEADA plan that reflects
A plan that reflects
your priorities.
Estate planning brings your wishes, your property, and the people you trust into a clear, coordinated plan.
Discuss your planning needs
ESTATE PLANNING / WILMINGTON, NCESTATE PLANNING SERVICESStart with
Start with
what matters
to you.
Some clients are creating their first plan. Others need to update documents or coordinate a more involved situation.
The right approach depends on your family, your assets, and your goals.
Powers of attorney & health care directives
Put trusted people in place to help with financial and health care decisions. Planning may include a durable power of attorney, health care power of attorney, HIPAA releases, and an advance directive or living will.
Trusts & advanced estate planning
Consider whether a revocable living trust or other trust provisions fit your goals. Trust-based planning may include a companion pour-over will, real estate deeds, and continuing trusts for beneficiaries.
Probate avoidance planning
Coordinate asset ownership and beneficiary designations with your overall plan. Depending on your circumstances, planning may involve joint ownership, beneficiary designations, or a revocable living trust.
Trust funding guidance
Align accounts, deeds, and beneficiary designations with the plan you put in place. We provide practical guidance on what should be transferred to a trust and what may need a different approach.
Business succession planning
Address ownership, control, and decision-making if you die or become incapacitated. We help coordinate your estate plan with your business documents and goals for transition.
BEYOND THE DOCUMENTS
Make the pieces work together.
A signed document is one part of a plan. Asset ownership, beneficiary designations, and trust funding also deserve attention. We help you understand how the pieces fit and what follow-through may be needed.
If you want help coordinating with banks or advisors, we can discuss options during the planning process.
THE NEXT STEP
Contact the firmReady to put a plan in place?
Tell us whether you’re starting a new plan or revisiting an existing one. A short introduction is enough to begin.