Danica Little Law, PLLC

Southpark             Ballantyne

Lake Norman        Huntersville

‚Äč(704) 343-5633

www.danicalittlelaw.com


Danica Little Law, PLLC

Southpark Towers

6000 Fairview Road, Suite 1200

Charlotte, NC 28210

(704) 343-5633 and (704) 995-2537


danica@danicalittlelaw.com


Copyright 2015

Danica Little Law, PLLC

Estate Planning Attorney, CPA

Board Certified Specialist in Estate Planning and Probate Law


6000 Fairview Road

Suite 1200

Charlotte, NC, 28210

(704) 343-5633

 

danica@danicalittlelaw.com

 

A carefully planned estate is very important to ensure that your assets transfer according to your wishes. Without a Will, your probate assets pass according to state law, which may likely result in assets not passing according to your wishes. Dying without a Will often results in conflicts among heirs as well as unnecessary delays and expenses. A properly planned estate directs the distribution of your assets, contemplates estate and income tax planning, and eliminates uncertainties and potential estate disputes. 

Estate planning is a comprehensive process which may include:

  • Last Will and Testament

  • Revocable Trusts and Irrevocable Trusts

  • Powers of Attorney

  • Health Care Powers of Attorney and Living Wills

  • Life Insurance
  • Succession Planning

In addition to directing the disposition of your estate assets, a Last Will and Testament appoints one or more Executors and alternate Executors to properly administer your estate according to your written directives. If you have minor children or family members with special needs who require a Guardian, then it is particularly important to have a Will that designates Guardians and alternate Guardians. A Will can be combined with different types of trusts to provide asset protection for beneficiaries and protect privacy of financial information. Trusts are excellent tools to manage assets for beneficiaries and avoid probate. Estate planning includes tax efficient transfers of wealth that reduce probate expenses and legal fees.

Estate Planning