Estate Planning
About Estate Planning
At TRS, we understand that estate planning is important for everyone, not just the wealthy or the elderly. It’s a vital step for individuals of all ages and backgrounds. Whether you’re a young parent wanting to secure your children’s future, a blended family managing complex relationships, or someone aiming to preserve your legacy, our comprehensive services are designed to meet your specific needs. We listen, educate, and empower you to make sure your wishes are clearly expressed and legally binding. Together, we’ll build a strong foundation for your peace of mind, helping you navigate the often intimidating world of estate planning with clarity and confidence.
Drafting Wills
Establishing Trusts
Powers of Attorney
Assist with Designating Beneficiaries
Probate and Estate Administration
Tax and Asset Protection Planning
Drafting Wills
Creating legally valid Wills that specify how a client’s assets will be distributed after death and can name guardians for minor children.
Establishing Trusts
Setting up revocable or irrevocable trusts to manage assets, protect privacy, provide for beneficiaries, and potentially minimize taxes or minimize probate.
Powers of Attorney
Preparing financial and health care powers of attorney, allowing clients to appoint trusted individuals to make decisions if they become incapacitated.
Assist with Designating Beneficiaries
Advising on beneficiary designations for accounts and policies to ensure they align with the overall estate plan while working with the client’s trusted financial advisor to see that the terms of the estate plan are in alignment with the beneficiary designations
Probate and Estate Administration
Guiding families through the probate process and assisting with estate or trust administration after a client’s death. We assist with all aspects of estate administration in any county in North Carolina.
Tax and Asset Protection Planning
Providing strategies to reduce estate and gift taxes, protect assets from creditors, and coordinate with financial advisors and tax advisors.
