On the legal side of estate planning, it’s important to ensure that all of your documents are legally sound and meet all the requirements for your specific needs. In this regard, hiring a specialized estate planning attorney is generally a smart move.
As an estate attorney in the Lake Norman area who not only drafts estate planning documents such as wills, trusts, guardianships, powers of attorney and healthcare directives — I also assist clients who need help administering a deceased loved one’s estate. Often times these clients are coming to me because either their loved one had no documents or their loved one’s estate planning documents had deficiencies as it relates to the special intricacies of estate law. These heirs come to me quite distressed because the probate process unfolds in ways that are not in alignment with their loved one’s wishes, particularly as it relates to the distribution of assets. In these situations, many of the problems are either not fixable or cost a substantial amount of money to rectify. A specialized and experienced estate planning lawyer can ensure your documents avoid these potential issues, thereby ensuring your wishes are truly executed, maximizing your estate value and minimizing stress on your beneficiaries.
Additionally, a specialized estate planning attorney can help you consider a myriad of possibilities for your estate plan that you might not have been aware of otherwise. These can include the care of loved ones with special needs, the treatment of children and heirs within mixed families, business continuity protections, real estate and investment protections and specialized tax benefits, among others.
If you are interested in getting started with an estate plan, or desirous of updating your current estate plan, please contact us. Serving clients in Davidson, Cornelius, Concord, Charlotte, Huntersville, Mooresville and all of the larger Lake Norman area, we are eager to help.
