Estate Planning

We can answer your questions about the best way to transfer your assets to your loved ones. We can assist you with basic estate planning needs, preparing:

  • Wills
  • Trusts for minor children
  • Powers of attorney
  • Living wills
  • Health care powers of attorney


We also have extensive experience in assisting high net-worth individuals with more complex estate planning needs. We know that your estate is the result of years of hard work, careful planning and good decisions. We can help you minimize estate taxes, plan for the succession and transfer of your business and accomplish your charitable goals. We can assist you with:

  • Living trusts
  • Marital trusts
  • Life insurance trusts
  • Lifetime gifts
  • Charitable trusts
  • Private foundations
  • Family limited liability companies


Contact Information

1151 Executive Circle, Suite 102
Cary, North Carolina 27511