Planning for the Future With Wills and Trusts
An estate plan is a lot like a business plan. The will, trusts and powers of attorney that make up an estate plan answer the question: What would you like to accomplish? A well-thought-out estate plan can provide answers for you and your family.
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Personal attention is essential to drafting a will and developing an estate plan. At the Law Office of Charles M. Oldham, PLLC, in Charlotte, North Carolina, you will speak directly with your attorney. Before making recommendations, your lawyer will understand your objectives, what's important to you.
We look for the most effective ways to meet your goals.
Your estate plan may be a simple will. For most people, however, the plan will go further. It is a good idea to have powers of attorney in place so that if you are unable to make your own decisions about daily living, finances or medical care, a person you trust can make those decisions. A living will or health care power of attorney can give you and your family confidence that your wishes are known and will be followed.
What are your concerns? How can your estate plan meet those concerns?
There are all kinds of trusts that are designed to meet specific estate planning goals — testamentary trusts, charitable trusts, revocable trusts, irrevocable trusts, special needs trusts. Life insurance may be a part of your estate plan. Your estate plan should take into account state and federal taxes and their impact on your estate.
If you own a business or have significant assets in a business, you will want to work out a plan about how those assets should be reassigned. If you have children, you will want to make sure that guardianship issues are well planned.
Make sure you have an estate planning lawyer who knows the law and can explain how the law affects you, your family and your business.
Personal attention, creative solutions
Individuals and families are unique, and estate plans should be unique. At our law firm, we will listen to you and recommend solutions that meet your concerns. Contact us for an appointment to discuss your will and estate plan.
