Law Office of David Watters, PLLC. Estate Planning & Administration. Serving clients in the  Research Triangle area of North Carolina

Estate Planning

Estate planning involves more than the distribution of a person’s assets after death. It includes personal decisions that affect you and your loved ones while you are alive and ensures that you are prepared for the unexpected as well as the inevitable.

An unexpected injury or serious illness can create significant hardships.  With appropriate documents, a family member can serve as an agent for the injured or ill person, with the authority to make necessary health care and financial decisions.  A “living will,” or Declaration of a Desire for a Natural Death, can also be an important part of a person’s estate plan.

Estate planning also includes preparing for death. While the subject makes many people uncomfortable, the emotional and financial benefits of planning for the inevitable can be significant. Many people are surprised to learn what would happen to their estate if they die without leaving a will. Others learn that using basic estate planning techniques can allow them to avoid paying unnecessary taxes.

Our office has extensive experience in preparing wills and other estate planning documents. While each client’s circumstances are different, the documents that are most often discussed include:

  • Wills
  • Trusts
  • Durable Powers of Attorney
  • Health Care Powers of Attorney
  • Living Wills (also known as a Declaration of a Desire for a Natural Death)

To determine your needs, you may want to gather information regarding your estate and review some of the factors that should be considered in formulating an estate plan. Please feel free to download our estate planning questionnaire as a Word document here, or as a pdf here.

 

3700 National Drive, Suite 112 | Raleigh, NC 27612
PO Box 30666 | Raleigh, NC 27622-0666 | disclaimer
Email: David@DavidWattersLaw.com / Charlotte@DavidWattersLaw.com
Phone: (919) 571-6488 / (919) 571-6448