We represent families from all walks of life. Some of our clients have substantial wealth, and others are just concerned about who will pay their bills if they are unable. Each of our clients has unique circumstances and concerns. But they all seek the peace of mind that their affairs are in order.
We hope to build long-term relationships with our clients. We plan to be there from the time you start planning until your assets are successfully transferred to your beneficiaries. We start by learning as much as we can about you and what you want to accomplish. We have dozens of tools that can be used accomplish your estate planning objectives. But it is only after we understand your concerns, your family dynamics, your assets and your objectives, that we can design an estate plan that will meet your specific needs.
Your first meeting with us is without charge and requires no obligation. We use this time to learn about you and tell you about ourselves. At the end of the meeting, we will explain different options and the investment that will be required for each of those options. We always charge flat fees for estate planning, so there will be no surprises and you will know the cost before you decide to move forward.
If you choose to work with us, we will create an estate plan is uniquely yours, that you understand and that will work. If you would like to start this process, call us at 252-289-9800 to schedule an appointment.
You can click the links below for more information about specific estate planning topics.
- Estate Planning After Separation or Divorce
- Estate Planning for Business Owners and Professionals
- Estate Planning for Farmers and Forest Landowners
- Estate Planning for Second Marriages
- Estate Planning for Young Families
- Long-term Care Planning
- Planning for Incapacity
- Protecting Your Beneficiaries
- Protecing Your Retirement Accounts
- Special Needs Planning
- Using Limited Liability Companies in Estate Planning
- Using Trust Protectors to Add Flexibility to Irrevocable Trusts
- Wills vs. Revocable Trusts
If you plan to schedule an appointment to meet with us to discuss your estate plan, our time together will be more efficient if you download and fill out of this Estate Planning Information Form prior to our meeting.