Thursday, May 2, 2024

Elder Law & Estate Planning Services in Charlotte, Hendersonville and Shelby, NC

estate planning attorney charlotte nc

We are communicative, clear, and protective now, and are here if things should change in the future. Regardless of your situation, the first step on the path towards handling any aspect of the estate planning process you may face is calling North Carolina Estate Planning & Fiduciary Law in Charlotte, NC, to schedule a consultation. From this meeting, we will gauge your goals and needs when planning your estate or evaluate your situation if a dispute or issue has arisen. Remember, while it is never really too early to begin planning for the inevitable, it can assuredly be too late, so don't hesitate! Call our office in Charlotte, North Carolina, as soon as possible to explore your pre- or post-mortem estate options. While the primary estate planning structure may be similar across the country, covering the minutia required where you live is an impossible task for online document generators.

estate planning attorney charlotte nc

Questions To Ask an Estate Lawyer After a Loved One’s Death

It is important to consider planning options to avoid probate or significantly reduce the amount of assets going through probate upon your death. We’ll guide you through this process and ensure all assets are distributed correctly. Your estate plan should give you peace of mind that your assets will be preserved, any estate administration fees and taxes will be avoided, and those you wish to inherit your estate will be able to do so upon your death. Clients often come to us when a loved one has passed away without having created a will or a trust. For these individuals, the confusion over how to handle the deceased’s estate is often coupled with the raw emotion of their own personal loss. This can be a recipe for a confusing and emotionally exhausting experience that rides on top of their grief.

Lawyers weigh in: Why is there a depression epidemic in the profession? - ABA Journal

Lawyers weigh in: Why is there a depression epidemic in the profession?.

Posted: Fri, 11 May 2018 07:00:00 GMT [source]

RELATED PRACTICES

Mr. Stump’s real-world experience sets him apart as an Estate Planning attorney in Charlotte. His educational background prepared him to implement and develop sophisticated tax, financial, and Estate Planning strategies. As a Trust Officer, he provided hands-on guidance to clients regarding trust and estate matters. Martindale-Hubbell validates that a reviewer is a person with a valid email address.

How Is a Revocable Living Trust Different Than a Will?

Now is the best time to make estate planning decisions while you’re healthy and of a sound mind. A Trust arranges for the distribution of assets from you to a person or persons of your choosing, who are referred to as beneficiaries. The most common types of trusts are Irrevocable Trusts and Revocable Trusts. We assist clients in drafting both types of trusts depending on their estate planning needs. In addition to these types of trusts, we also assist with trust modifications and establishing Gun Trusts. No matter what stage of life you may find yourself in, it is seldom too early to begin considering your assets and planning an estate.

Credit Shelter Trusts Aren't Just for the Super Wealthy - ElderLawAnswers.com

Credit Shelter Trusts Aren't Just for the Super Wealthy.

Posted: Tue, 10 Oct 2023 07:00:00 GMT [source]

Everyone in North Carolina should have an estate plan, no matter the size of their estate or assets. Charlotte estate planning attorney Ryan Stump provides unparalleled service to ensure you control who manages your assets and how they are distributed. We believe a holistic, team-focused approach is vital to crafting an effective estate plan. We identify your objectives, help you focus on your specific needs and, when necessary, seek detailed guidance from our professional network of tax advisors, wealth managers, accountants, and those you have employed. We apply this tradition of excellence to creating custom estate plans that afford you peace of mind knowing your unique circumstance has been considered at every point.

Probate & Trust Administration

Retain your personal agency by dictating your wishes for what steps you want medical providers to take — or not take — through a living will if you become unable to express informed consent. I definitely recommend to work with them, very professional staff but also friendly and understanding of unique situations. My family and I highly recommend Jim for legal assistance with Guardianship proceedings. Generally, accepting a plea bargain when your final charges have been adjusted to misdemeanors instead of felonies may be a good choice—if no prison time is involved. Regardless of the harshness of the bargain, consult your lawyer before making a decision. For most misdemeanors, a prosecutor has two years to file a formal misdemeanor criminal defense.

Marjorie Brown's firm focuses on practices such as estate planning and administration, elder law, Medicaid planning, guardianships, planning for children, and asset protection. The firm has developed its expertise by working only in its specific practice areas. Marjorie Brown is a member of associations dedicated to helping the elderly, such as Elder Counsel and the National Academy of Elder Law Attorneys, Inc. Ryan handles a wide range of Estate Planning matters, from Wills and Trusts to Powers of Attorney and estate tax planning.

Law Office of Amy F. Zacharias

estate planning attorney charlotte nc

The Martindale-Hubbell Peer Review Ratings process is the gold standard due to its objectivity and comprehensiveness. Lawyers solicited for peer reviews include both those selected by the attorney being reviewed and lawyers independently selected by Martindale-Hubbell. All reviewers are verified as attorneys through Martindale-Hubbell’s extensive attorney database. Only attorneys practicing at least three years and receiving a sufficient number of reviews from non-affiliated attorneys are eligible to receive a Rating.

In addition to arguing for you in court, a defense attorney will inform you of your rights as a charged person and give advice on your best course of action. If you have been charged with a crime in the Queen City, things can feel bleak. You might wonder about the viability of your career, how family and friends will perceive you and if you can find a lawyer to properly represent you. Please do not include any confidential or sensitive information in a contact form, text message, or voicemail.

Please do not send any confidential information to our office unless and until we have established an attorney-client relationship. We schedule a time for you to come into our office to sign your documents. This is our opportunity to explain what each document means and to answer any questions you may have. You will leave our office with your estate plan in hand, which we recommend storing in a fireproof safe or safety deposit box and letting your family know how to access it.

With more severe charges where the stakes are higher, hiring a lawyer becomes a necessity to ensure your case is handled properly. "Ryan is an excellent attorney and you couldn't have better than him. He is very smart, intelligent and hard working. I would highly recommend him, he has plethora of knowledge." The town is located in Union County and is just 15 miles southeast of Charlotte.

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