An estate plan will protect your future whether you are a millennial looking to make your first estate plan or a baby boomer with interest in passing on a retirement account. I also assist non-profit organizations facilitate bequests.
You work hard to provide for yourself and your loved ones. In order to best achieve this goal, it is important that you seek the advice of an attorney that understands North Carolina and federal tax law.
Estate & Trust Administration
There is a sense of purpose and honor that comes with helping to carry out your loved one’s final wishes. There are many duties for personal representatives in North Carolina. I can help guide you through the process.
Non-Profit Formation & Guidance
With in-depth knowledge of the tax and corporate laws relevant to nonprofits, I take care of the legal aspects of starting a nonprofit so you can focus on doing good and advocating for your cause.