Estate plan services include:
Who will serve as the guardian of my children?
Can I set up a trust so the kids don’t get everything outright at 18?
What happens to my retirement plan?
What if I have specific items that I want to give my kids?
Where should I keep my will?
Do I need a power of attorney or health care power of attorney?
Does my executor or trustee get paid for his services?
Should I set up a living trust?
What happens if I die without a will?
What are the probate fees in North Carolina?
Does my ex-spouse receive any of my assets?
Estate Planner Phyllis W. Long believes protecting your assets and preserving them for your heirs is an important task that should be entrusted to a professional who has trained on how to best care for your estate.
Wills and Trusts
Durable Powers of Attorney
Heath Care Powers of Attorney
Family Limited Partnerships and LLC’s
Family Business Continuation Plans
Marital and Credit Shelter Trusts