estate Planning and Administration

  • Wills and Trusts

  • Living Wills

  • Durable Powers of Attorney

  • Heath Care Powers of Attorney

  • Family Limited Partnerships and LLC’s

  • Family Business Continuation Plans

  • Deeds

  • Minor’s Trusts

  • Marital and Credit Shelter Trusts

  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Charitable Planning
  • Wealth Management
  • Retirement Plans and IRA Distribution Planning
  • Disclaimers
  • Planning for Non-citizens
  • Estate Freezing Techniques
  • Guiding Trustees, Executors, Guardians, Beneficiaries, and Administrators Through the Process

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.  
 

Practice Areas

 

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Estate plan services include:

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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?

 

Questions you may have
that will be addressed :

 

Tax Attorney Charlotte, NC; Estate Attorney, Charlotte, NC; Business Attorney, Charlotte, NC