Roberson Law Firm, P.A. advises its clients on all aspects of their estate planning. Our attorneys work closely with our clients to review their individual personal and financial situations, needs, and goals in order to craft a practical and straightforward estate plan tailored to their particular circumstances. The estate plan which is developed may include:
Revocable trusts (sometimes referred to as revocable living trusts);
Irrevocable life insurance trusts;
Other irrevocable trusts;
General powers of attorney;
Health care powers of attorney;
Living wills/advance directives regarding a natural death; or
Appropriate beneficiary designations for assets such as life insurance
policies, annuities, and IRAs, 401(k)s, 403(b)s, and other retirement
While not every client needs a complex estate plan involving estate tax planning, establishment of trusts, or other specialized planning, it is critical that clients have a will to ensure that their estate is distributed as they wish and that the administration of their estate is properly managed. In North Carolina, in the absence of a will, a deceased individual’s estate is administered and distributed in accordance with default rules established by the State. Those default rules may often prescribe a much different division of the property of the estate than the deceased individual would have anticipated or preferred. By making a will, the individual can ensure that his or her assets go to the intended recipients. Additionally, a will can establish trusts to manage assets for the benefit of children and other intended beneficiaries who may need protection. A will can also be used to name a preferred guardian for children whose parents die while they are still minors.
As part of our estate planning services, the firm’s attorneys are also available to serve as executor or administrator for estates, or as trustee of trusts, if so desired by our clients.
Contact us today (firstname.lastname@example.org) to put our knowledge and experience to work for you.