|
Estate
and Financial Planning Services
We draft documents designed to assist middle income clients
in meeting their basic estate and financial planning needs.
These documents include: Wills, Durable Powers of Attorney,
Advance Directives For A Natural Death, North Carolina
Health Care Powers of Attorney, North Carolina Mental Health
Directives, Revocable and Irrevocable Trusts, Family Limited
Partnerships, and related documents. The documents needed
by our client are provided as a package for a flat fee. We advise clients on financial planning matters such as retirement planning and asset protection. We also prepare tax retuns.
Key
Benefits
·
All
of the basic documents needed in the event of death are
provided.
·
All
of the basic documents needed in the event of disability
are provided.
·
Documents
for basic financial planning are provided.
·
Prompt
service for a flat fee. |
Estate & Financial Planning Services include: |
·
Wills
|
·
Powers
of Attorney |
·
College
Trusts |
| ·
Tax
Planning |
·
Family
Limited
Partnerships |
·
Tax Return Preparation
|
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