Strategies and Experience to Preserve Your Assets
Individualized Solutions for Your North Carolina Estate Planning Goals
At Armor Trust Attorneys, we believe in taking the simplest route to protect your financial and legal interests. This efficient approach comes from a law practice focused on the estate planning and wealth preservation needs of our clients. We serve clients in Raleigh, Durham, Chapel Hill, and the surrounding Triangle counties.
Our estate planning and probate law firm is committed to personalized service. We take the time to identify current and long-term threats to your assets, and help you consider issues you may not have thought about. To explore your options or discuss a specific legal issue, contact our Raleigh office at (919) 571-4398.
Wealth Transfer Planning Services:
- Estate Planning — Estate planning is life planning. We help clients through all of their estate planning needs, from simple wills and trusts to complex asset planning.
- Estate Tax Planning — Paying taxes is part of our responsibility as citizens, but who wants to pay unnecessary taxes? Get advice on ways to avoid mistakes that can trigger unnecessary estate taxes, such as setting up a tax efficient trust (grantor trust, generation skipping trust, dynasty trust, irrevocable life insurance trust, etc.).
- Disability Planning — Our lawyers can help you establish a special needs trust for a family member who lacks the capacity to manage his or her own affairs or to plan for your own anticipated illness or disability.
- Charitable Gift Planning — Through a charitable remainder trust, you can provide a legacy for both your heirs and favorite charity.
- Avoiding Probate — There are situations where probating an estate may be the best course of action, but why put an added burden on your family when you can plan for the distribution of your assets privately without involving the court? Talk to us about ways to avoid going through the probate court process.
- Avoiding Guardianship - Powers of Attorney — If you or your spouse become incapacitated, having powers of attorney in place helps avoid the demeaning and emotionally difficult incompetency hearing and the necessity of having a court-appointed guardian to control your affairs.
Asset Protection services
- Asset Protection — With proper advanced planning, your hard-earned assets can be protected from a multitude of threats, such as taxes, government liens and lawsuits, before they become an issue. We can look at all means to protect your assets, including domestic asset protection trusts.
- Business Formation & Business Succession Planning — You've worked hard building your business but what happens when you are no longer around to run it? Our attorneys can help you create a solid business succession plan to smoothly transfer your business to the next generation of owners.
- IRA Trusts — We can suggest sound strategies for transferring your IRAs, 401(k), and other tax-deferred compensation to a spouse and/or children with the least penalty and hassle.
Armor Trust Attorneys of Raleigh, North Carolina
Call (919) 571-4398 to schedule an appointment or send us an e-mail.
