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Comprehensive Estate Planning Services

You have worked hard to build your future, yet you face the difficult question of how and when to best pass on your assets to your loved ones.  Few people find planning for their own death appealing; however, it is essential to consult with a knowledgeable North Carolina Estate planning lawyer or South Carolina Estate planning attorney to plan for a smooth transfer of assets to your loved ones. We will work to insure your family is protected, your assets are transferred, and your tax liability is limited.  Your success creates the need to make important decisions about your family's future.  We will work with you to customize Wills, Trusts, and Business Succession plans to insure your unique needs are met. 

One size does not fit all when it comes to estate planning.  Our firm was founded on the belief that lawyers should be pragmatic and flexible when dealing with a client's unique situation.  At Nosal & Jeter, LLP, we personally tailor each client’s estate plan to fit their individual needs. From simple wills to tax-advantaged estate plans, clients are counseled as to the various options available for carrying out their objectives, and the necessary legal documents are drafted to implement their select plan.

Each Will is specifically tailored to the client’s needs, but some types of Wills that are attorneys draft are:

• Simple Wills
• Complex Wills
• Pour over Wills with revocable living trusts
• Wills with testamentary trusts

When should I start estate planning? Now. To put it simply, it is never too early to start estate planning, and there are certain Estate planning objectives that you should immediately get squared away no matter what your circumstances.  A Will is principal among them. Without at least a will in place, the ultimate decision about how your estate will be distributed will be made by the government. Yet, with the proper estate plan in place, you can control how the estate is distributed and even avoid probate.

Additionally, any individual or couple with minor children should absolutely consider a guardianship and trust for their children.  Nobody can predict their own death, but your child’s well being is too important to leave to chance.  Our attorneys understand these issues well and will make sure your estate plan will address the issues most important to you.

Estate Tax and Wealth Transfer Planning

For wealthier clients, the Estate tax is a chief concern to preserve their wealth for future generations. We use the full range of tools available to handle your estate planning needs to maximum advantage under the Tax Code, which minimize or completely avoid estate taxes, gift taxes, income taxes, and generation skipping transfer taxes.

While staying up to date on the most recent Federal Estate tax laws, our attorneys also build flexibility into our clients’ estate plans to reduce potential adverse affects of future legislation. We can analyze the various tax factors affecting your situation and develop the right plan for you that accomplishes your goals and maximizes the assets that your loved ones receive.

Trusts: Need Help Setting Up a Trust?

At Nosal & Jeter, LLP, we assist individuals and married couples with a wide range of estate planning services, including drafting wills and trusts.

Each trust is specifically tailored to the client's needs, but some specific trusts that our attorneys draft are:

• Irrevocable Life Insurance Trust (ILIT)
• Living Trusts
• Revocable and irrevocable trusts
• Asset protection trusts
• Marital AB trusts
• Charitable remainder trusts
• Qualified Personal Residence Trust (QPRT)
• Supplemental needs trusts
• Testamentary trusts
• Inter vivos trusts
• Trust for animals

The Importance of a Trust

Trusts serve a wide range of functions and may be appropriate for a variety of family financial circumstances and objectives. Whether you are trying to protect assets from probate, attempting to protect a child with a disability, seeking to avoid unnecessary gift, estate, or generation skipping taxes, or seeking to support a charitable cause, a trust may be the legal tool you need to achieve your goals. A common misunderstanding is that trusts are only for the very wealthy. In reality, trusts can be used in variety of different circumstances and are a prevailing way to manage assets.  A carefully crafted trust can have significant financial advantages, protect clients from unnecessary taxes and help transfer assets more efficiently and effectively.

If you have a question about simple Wills, Wills with trust documents and other estate planning services offered by our firm, feel free to contact us or call our attorneys directly for a free consultation.

Incapacity Planning

Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate or gifting assets to your children.

Depending on your specific needs, we counsel clients and prepare a variety of planning techniques such as:

• Durable Power of Attorney
• Specific Power of Attorney
• Guardianship
• Living Wills
• Healthcare Power of Attorney