Planning for what happens to your estate when you’re gone?
Planning for what happens to your estate when you’re gone can seem intimidating without professional help. Norton Collar Lund Lilley PLLC can help guide you through the process and advise you of how to minimize the burden your loved ones will endure when you pass.
Estate planning is one of the most important elements of a financial plan for individuals and business owners.
Every estate planning situation is different. We get to know your unique situation and offer personalized recommendations to make your planning efficient and worry-free.
We help you:
- Evaluate estate planning options, including gifting strategies and funding strategies for trusts
- Prepare, organize and review your estate documents, including durable and medical powers-of-attorney, trusts and wills
- Evaluate life insurance needs and life insurance trusts
- Decrease the estate’s tax burden at the time of death
- Arrange for management of your estate if you become incapacitated
Norton Collar Lund Lilley PLLC provides specialized estate planning, mindful of your desired outcomes. We work with and advise your chosen Executor and Trustee to assist with the administrative duties associated with overseeing your estate, including managing assets, filing state and federal estate tax returns, fiduciary returns, federal gift tax returns and closing the estate.
Good estate planning creates advance directives to handle unexpected situations as they arise.
Norton Collar Lund Lilley PLLC will address your concerns and anxieties, answer your estate planning questions and provide the tax and advisory services you need to feel confident that your wishes will be carried out as you have directed.
If you need help planning an estate to provide for your loved ones and protect your assets, or to ensure the smooth transition of ownership of your business when you’re gone, please give us a call to schedule a consultation at 919-841-1000 or request more information below.
