Estate Planning, Wills, Powers of Attorney in Mooresville, Charlotte and Surrounding Areas
We are committed to developing asset preservation solutions to ensure your loved ones are cared for. Whether you require a will, a trust, or a more complex plan, Natalie Miller will work with you to formulate and implement a plan specific to your needs and desires. She will offer advice on how to avoid probate in North Carolina. Our office offers highly personalized estate plans to minimize or in some cases avoid estate taxes.
Most relatively simple estates (cash, publicly traded securities, small amounts of other, easily valued assets and no special deductions or elections or jointly held property) with a total value under $5,000,000 and a date of death in 2011 or 2012 do not require the filing of an Federal Estate Tax Return. The North Carolina Estate Tax Return must be filed with the North Carolina Department of Revenue at the same time the federal estate tax return is due, which is nine months from the date of death. If estate taxes are a concern, our office offers highly personalized estate plans to minimize or in some cases avoid estate taxes.
As a part of our estate planning practice, we prepare wills, durable powers of attorney, health care powers of attorney, living wills and various types of trust agreements. Our office can assist in the transfer of property to meet your estate plan objectives. Moreover, we offer advice and prepare beneficiary forms for life insurance, retirement accounts and other non-probate assets. If appropriate, our office can organize various types of business entities, like a family limited partnership, to meet our client's goals.
Please contact us or submit your case for review on our Case Review Page
to discuss your estate planning needs.
Please fill out the form below to contact us, or call 704-662-3557!