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Estate Planning

Estate planning, the process of anticipating and arranging for the disposal of an estate. The goal is to minimize uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Finding effective solutions to your estate, your health and your family can be a complicated task, we are here to help! There are many things to consider as your age increases, such as: “what will happen to my home when I die?”, “who will take care of my pets?”, “what if I develop dementia?”. While these questions will continue to flutter around your head, there are steps you can take to ease your mind and put some of the worry to rest.

With proper estate planning, you can provide for your family, make decisions regarding your assets, put in place plans for your beloved pets, and safeguard your assets and yourself if dementia were to rear it’s ugly head. Among other things, through effective estate planning your estate taxes could be reduced, thereby leaving more of your wealth to your beneficiaries. Also, proper estate planning will give you peace of mind knowing your family is best situated to handle your affairs – both in life and in death.

In order to properly carry out your wishes in regards to healthcare and medical decisions, a Power of Attorney is a necessity. To carry out your wishes in regards to your estate, a well drafted Will or Trust is invaluable. Whether you want to plan for future disability or mental incompetency for yourself, plan for the future of a disabled child, avoid probate or provide to a charitable cause, ensuring your wishes are properly and legally recorded is imperative. We happily assist both individuals and married couples in determining what type of estate plan best meets their needs.

Amy Edwards & Associates, PLLC. Our attorneys are licensed only in NC.© 

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