Question 1

What services does the company offer?

Accepted Answer

The company offers a wide range of legal services, including estate planning, pre-death planning, post-mortem planning, business succession, estate administration, fiduciary disputes and litigation, incapacity planning, elder law, long-term care and Medicaid planning, planning for disabled beneficiaries, guardianship, mergers and acquisitions, asset protection and taxation, and business and contract law.

Question 2

What qualifications do the attorneys have?

Accepted Answer

The attorneys at the firm have extensive experience and qualifications, including Juris Doctor (JD) degrees, Master of Business Administration (MBA) degrees, and Certified Financial Planner (CFP) designations. The team has decades of combined experience in helping individuals and families with their estate planning and fiduciary law needs.

Question 3

What are the benefits of working with this firm?

Accepted Answer

By working with this firm, clients can expect to receive expert guidance and assistance in creating a comprehensive estate plan that provides protection and peace of mind. The firm has helped hundreds of clients secure millions of dollars in assets for their legacies and can help clients ensure that their family and beneficiaries are taken care of, their assets are passed along in the desired manner, and their legacy assets are protected.

Question 4

How does the firm's approach differ from other estate planning firms?

Accepted Answer

The firm takes a comprehensive and personalized approach to estate planning, considering each client's unique needs and goals. They work closely with clients to develop tailored solutions that address their specific concerns and provide longer-than-life benefits. The firm's focus on high-net-worth estate planning also sets them apart from more generalized estate planning practices.

Question 5

What is the process for working with the firm on estate planning?

Accepted Answer

Clients can request a consultation to discuss their estate planning needs with the firm. During the consultation, the attorneys will work with the client to understand their assets, goals, and concerns, and then develop a customized estate plan to address those needs. The firm's team will guide the client through the entire process, from pre-death planning to post-mortem administration, to ensure that their legacy is protected and their wishes are fulfilled.

Location	Google category	Reviews	Status
5605 Carnegie Blvd Ste 420, Charlotte, NCprimary	—	4.9 (51)	Claimed
352 E Charles St, Matthews, NC	Attorney	4.0 (27)	Claimed

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