Estate planning documents and Health care directives

Estate planning is the process of arranging and managing your assets and affairs in a way that ensures your wishes are carried out efficiently and effectively upon your death or incapacitation.

It involves making important decisions about the distribution of your property, the care of your dependents, and the management of your financial and healthcare matters. The primary goals of estate planning are to minimize the financial impact of taxes and legal fees, protect your assets, and provide for your loved ones according to your wishes.

Key elements of estate planning typically include:

  • Power of Attorney

  • Living Will and trust Packages

  • Advanced Health Care  Directives 

  • Guardianship Designations.

Cities that I serve:

Raleigh, Durham, Cary, Apex, Holly Springs, Wake Forest, Youngsville, Creedmoor, Franklinton, and Oxford