Marshville Estate Planning Attorneys
Caldwell Helder Helms & Robison: A Full-Service Law Firm
We've Known You All Your Life. We Understand Your Values.
If you are like most of your fellow Americans, you may have postponed any type of probate and estate planning. Surprisingly, people who meticulously plan every aspect of their lives often overlook or defer this type of planning until it is too late.
If you should suddenly pass away, important decisions about the distribution of your assets will be decided by strangers in probate court.
Don't let this happen to you. Contact Caldwell Helder Helms & Robison to arrange for a confidential consultation with our Union County, North Carolina, asset protection and estate planning attorneys.
Pass on What You Value With a Simple Will
The drafting of a simple will is the least time consuming and least expensive option in an estate planning package. Even people who believe that they have no estate can benefit from having an up-to-date will on hand to distribute of their personal belongings and make their final wishes clear regarding burial or interment.
Parents of minor children should consider the need to establish guardianship for the children in the event of their unexpected death. Caldwell Helder Helms & Robison can assist you in this phase of your estate planning as well. Contact us for further information and assistance.
Make Your Values Clear With a Living Will or Durable Power of Attorney
You may have heard the term "living will" but you are not sure what that entails. Basically, a living will provides direction and guidance regarding important medical decisions that might have to be made on your behalf if you are no longer able to speak for yourself.
Likewise, a durable power of attorney allows you to designate someone to make medical or financial decisions for you if you become temporarily or permanently incompetent of making your own decisions. This is much like a guardianship that only takes effect if you need it.
Don't leave your family in the position of having to guess what you would have wanted. Give them the peace of mind they need by executing a living will or durable power of attorney today.
Contact the durable power of attorney and will lawyers at Caldwell Helder Helms & Robison for answers to all of your living will questions.
Protect Your Values With a Living Trust
When you create a trust, property is held for the benefit of a beneficiary, such as a minor child or a charity, by someone of you specifically appoint to the task. The person to whom you entrust with this responsibility is referred to a trustee.
It is possible to set up a trust that allows you to use your property while you are alive, then pass it on to your beneficiary upon your death or another event. This "living trust" can have significant inheritance tax and capital gains tax advantages.
To learn more about how to establish a living trust for your beneficiaries, contact the living trust lawyers at Caldwell Helder Helms & Robison serving the greater Charlotte metropolitan area.
Your Final Gift to Your Family
Timely and thoughtful estate planning can be a final gift to your loved ones, alleviating unnecessary worry and stress because they know that they are honoring your final wishes. A comprehensive estate plan helps provide peace of mind for them and for you.
