Regardless of stage of life or financial status, nearly every adult should have an estate plan. With big life changes, such as the birth of a baby, separating from a spouse or nearing retirement, it is also important to review estate planning documents to ensure their accuracy.
Considering what will happen to a family business built with hard work and sacrifice over the years is another important component of an estate plan. For instance, will one or more children take over management and operations? A business succession plan can avoid disputes and keep a company thriving.
The Asheville firm of Patla, Straus, Robinson & Moore, P.A. has helped individuals and business owners throughout western North Carolina with their estate planning needs since 1953. Basic estate planning documents include a will, trust and health care directive. These documents ensure that loved ones understand final wishes and gifts pass to the next generation in the most tax-efficient manner.
Trusts generally provide some oversight and may be a beneficial way to keep a cabin or other property within the family. When a loved one suffers from a disability, a special needs trust offers a bridge between government benefits and actual care-related costs.
Assisting North Carolina Families With Estate Administration
The firm's attorneys apply years of experience to help executors or administrators of a will manage, divide and distribute assets and property in compliance with applicable laws. The firm also provides knowledgeable and professional legal guidance and assistance with the following:
- Probating a will in local court
- Filing required state and federal gift and estate tax forms
- Defending against will contests or lawsuits
Contact Our Experienced Estate Law Attorneys
For more than half a century, our law firm has assisted North Carolina families with estate planning and administration issues. Contact us online or call our Asheville office at 828-348-7638 to speak with one of our lawyers.