While Providing the highest quality business, estate planning, and tax planning services to the people of North Carolina and South Carolina, our Estate planning attorneys will present you with affordable solutions and personal care to protect your loved ones.
Charlotte, NC Estate Planning Lawyer | Fort Mill, SC Estate Planning Attorney
Comprehensive Estate Planning Services
You have worked hard to build your future, yet you face the difficult question of how and when to best pass on your assets to your loved ones. Few people find planning for their own death appealing; however, it is essential to consult with a knowledgeable North Carolina Estate planning lawyer or South Carolina Estate planning attorney to plan for a smooth transfer of assets to your loved ones. We will work to insure your family is protected, your assets are transferred, and your tax liability is limited. Your success creates the need to make important decisions about your family’s future. We will work with you to customize Wills, Trusts, Power of Attorneys, and Business Succession plans to insure your unique needs are met.
One size does not fit all when it comes to estate planning. Our firm was founded on the belief that lawyers should be pragmatic and flexible when dealing with a client’s unique situation. At Nosal & Jeter, LLP, we personally tailor each client’s estate plan to fit their individual needs. From simple wills to tax-advantaged estate plans, clients are counseled as to the various options available for carrying out their objectives, and the necessary legal documents are drafted to implement their select plan.
Our Wills and Trusts Attorneys will come to you.
At Nosal & Jeter, we understand the difficult time and travel constraints many people face in their daily life, especially elderly clients, who simply are not able to travel to an attorney’s office to handle necessary Estate matters. Thus, at your convenience, our attorneys are willing to meet with you at your home, office, nursing home, or hospital to discuss your legal issue.
Each Estate Plan is specifically tailored to the client’s needs, but some types of Wills and Trusts that are attorneys draft are:
- Simple Wills
- Complex Wills
- Pour over Wills with revocable living trusts
- Wills with testamentary trusts
- Irrevocable Life Insurance Trust (ILITs)
- Revocable Living Truss
- Asset protection trusts
- Marital AB trusts
- Charitable remainder trusts
- Supplemental / Special needs trusts
- Qualified Personal Residence Trust (QPRT)
- Trust for animals
- NFA gun trusts
When should I start my estate planning?
Now. To put it simply, it is never too early to start estate planning, and there are certain estate planning objectives that you should immediately get squared away no matter what your circumstances. A Will is principal among them. Without at least a will in place, the ultimate decision about how your estate will be distributed will be made by the government. Yet, with the proper Will and/or Trust in place, you can control how the estate is distributed and even avoid probate.
Additionally, any individual or couple with minor children should absolutely consider a guardianship and trust for their children. Nobody can predict their own death, but your child’s well being is too important to leave to chance. Our estate planning attorneys understand these issues well and will make sure your estate plan will address the issues most important to you.
Estate Tax and Wealth Transfer Planning
For wealthier clients, the Estate tax is a chief concern to preserve their wealth for future generations. We use the full range of tools available to handle your estate planning needs to maximum advantage under the Tax Code, which minimize or completely avoid estate taxes, gift taxes, income taxes, and generation skipping transfer taxes.
While staying up to date on the most recent Federal Estate tax laws, our attorneys also build flexibility into our clients’ estate plans to reduce potential adverse affects of future legislation. We can analyze the various tax factors affecting your situation and develop the right plan for you that accomplishes your goals and maximizes the assets that your loved ones receive. Contact Us for an initial consultation.
ESTATE PLANNING: WILLS & TRUSTS
North Carolina Wills & Trusts Lawyer: (704) 608-3429
South Carolina Estate Planning Attorney: (803) 351-3597
