Comprehensive Elder Law Services in Lake Norman

Trusted Estate Planning Guidance in Huntersville, Cornelius, and Davidson

Estate planning is a difficult and emotional process. For the sake of your family, it is important to hire an experienced and compassionate Lake Norman estate planning lawyer for wills and other related matters. At The McIntosh Law Firm, our estate planning team is backed by over 75 years of collective experience and is known across the area for providing compassionate and dedicated legal counsel. Call to request a consultation and start planning your family’s future today.

The McIntosh Law Firm is available by phone at (704) 892-1612. 

Key Moments to Consider Estate Planning Assistance 

In the broadest sense, estate planning is the collection of duties associated with preparing and managing an individual's assets in the event of their incapacitation or death. This planning may include the naming of an executor, the bequeathment of assets, the settlement of estate taxes, and more. Perhaps the most well-known part of estate law is the process of drafting a will, which should always be set up with the help of an experienced estate law attorney.

At The McIntosh Law Firm, our Lake Norman estate law team may be able to assist in this process by: 

• Designating a Health Care Proxy – A health care agent is an individual whose job it is to communicate the principal of a will’s wishes should they become incapacitated and unable to make decisions for themselves. This individual may be a trusted member of the principal’s inner circle, such as a spouse, close friend, or another family member. Health Care Power of Attorney is the legal instrument that establishes the authority of a healthcare agent by the principal.
• Establishing a Financial Proxy – A financial agent is an individual established under Durable Power of Attorney. A financial agent is appointed to execute the principal’s assets and other financial matters. This could include everything from setting up trusts and making charitable donations to avoid estate taxes, to working with the healthcare agents to facilitate the principal’s funeral wishes.
• Creating a Comprehensive Asset Inventory – A current assets list is compiled during the estate planning process to keep track of the principal’s assets, debts, and liabilities.
• Identifying and Securing Beneficiaries – This is the most familiar part of a will for most people. Beneficiaries are individuals or entities who are bequeathed a portion of the principal’s estate following their death.
• Facilitating Wills & Living Trusts Execution – A last will and testament is the legal document from the principal naming the executor and beneficiaries of their estate. A revocable living trust places a living principal’s assets in a trust to be managed by a trustee or “grantor.”
• Organizing and Managing Estate Documents – All the documents dictating a principal’s estate must be kept and managed by a reliable attorney or another individual for them to be legally enforceable.