Estate Planning And Administration For Business Owners And Others

Many of our clients own thriving businesses. Like you, they want to ensure the preservation of wealth from one generation to the next. At Robertson & Associates, we welcome inquiries from individuals and couples regarding estate planning in all of its aspects. We also assist clients who are responsible for settling estates through probate and trust administration.

Through thoughtful estate planning, our lawyers can help you prepare for unexpected health crises throughout life’s journey and the eventual distribution of assets according to your wishes. When you understand the power of estate planning, you will see how a lifetime of hard work can become part of a legacy.

Our estate planning clients often seek advice on taxes, life insurance and property ownership transfers. Our attorneys especially understand the needs of business owners to protect assets in line with their business succession goals.

Establish A Will; Create One Or More Trusts

When we help you plan your estate, we will start with the assumption that you will want to create a will to make your wishes known and preserve family wealth. Our firm’s attorneys can help you draft and sign documents, including:

  • Your will
  • Power of attorney
  • An advance health care directive, also known as a living will
  • Other relevant testamentary documents

As needed, we can help you update a will after you have moved to North Carolina from out of state, started a business, started a family, gotten divorced or experienced other significant life changes.

We can also help you establish one or more trusts and review other issues related to your overall estate plan, such as life insurance, your real estate title(s) and your business succession plans.

Fulfill Your Duties In Probate And Trust Administration

Beyond estate planning, you may be focused on probate and estate administration after the death of a family member. Probate is the legal process by which a person’s debts are paid and their assets are distributed after death. Estate administration also encompasses other nonprobate-based transfers of a deceased person’s property through trusts and other means.

Are you a trustee or the executor of a loved one’s estate? We can guide you confidently and accurately through the estate administration process from start to finish. For probate and trust administration guidance, call 704-597-5774 or send an email. With a 25-year history in Charlotte, our firm is a trustworthy, established resource for estate-related issues, including litigation.