Charlotte Wills Attorneys

Concord Trusts Attorneys

When it comes to estate planning, you have a lot of options. You want an attorney who can help you explore all possibilities, so you can make a well-informed decision that will meet your needs today and protect your family tomorrow. At the law offices of Baucom, Claytor, Benton, Morgan and Wood, our Charlotte wills lawyers can help you develop the right combination of wills and trusts to meet your estate planning needs.

Understand Your Options

There are a number of different trusts out there. While some are designed to avoid taxes, others are designed to help beneficiaries who may require special care or medical attention. A living trust can be altered during your lifetime to better meet your wishes and your family's changing needs. You can also set up an irrevocable trust that will set a plan in stone and cannot be changed in any circumstances.

Personalized Service

Your family assets and estate planning needs are unique. We take the time to offer a personalized plan, based on individualized client service. From the moment you walk in our door, you will find us friendly, welcoming and professional. No matter how large your estate is, we won't be intimidated or overmatched. And, no matter how limited your estate planning needs are, we will do everything possible to make sure you won't be intimidated by us. It's the difference you find at a small, personalized law firm.

We work with a number of outside experts, including financial planners, who can help us come up with the right combination of wills and trusts to meet your needs. We will help you find ways to protect your wealth today and maximize the gifts to your family.

  • Simple wills
  • Living wills
  • Health care directives
  • Living trusts
  • Special needs trusts
  • Charitable trusts

With an extensive estate planning practice, including will contests and litigation, we understand how all of these options work, and we can help you find the ones that will work for you. From or offices in Charlotte, we represent clients across North Carolina. Contact us today to schedule a consultation and learn more about your options.