Wills & Trusts

We all have the best intentions when it comes to protecting our legacy, our assets, and most importantly, our loved ones. But without a proper estate plan in place, you leave this legacy in jeopardy. Without a Will or Trust, you are leaving it up to the state of North Carolina to determine how your assets will be distributed and it is unlikely that will be what you want.

Dividing up assets can be confusing and stressful for your grieving loved ones to have to figure out after you are gone. Probate can be complicated and time-consuming. Taking the time to create a solid estate plan is truly a gift to your loved ones and protects your life legacy.

Even with a Will or Trust, these documents alone will not help when you become ill or incapacitated. When you need other people to make health care decisions on your behalf when you are unable to do so, who will be able to?

As part of your comprehensive estate planning, we make sure your health care documents are properly created and customized to protect you when you need a health care agent to advocate on your behalf, when you may need a guardian, and to establish your end of life choices.
 

COMPREHENSIVE ESTATE PLANNING IS ESSENTIAL FOR ANYONE WITH ASSETS AND LOVED ONES

“Can I DIY My Estate Plan?”

We get this question all the time.

Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is little more than word processing.

You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever.

This is not estate planning; this is little more than a “search and replace” of your family’s name and then the hit of the “print” button.
 

We Are Professional Estate Planners

Amita Peltz, JD will educate you and take the time to get to know you, your family, your concerns, your goals and your issues.

She will gladly and patiently answer all your questions to design a comprehensive estate plan that is exactly right for you because she truly believes that taking the time to create a solid plan is the best legacy you can leave for your loved ones.

Contact us today to schedule your Legacy Planning Session​​​​​.

SCHEDULE YOUR SESSION