Davidson Estate Planning Attorney
Serving the Davidson community and surrounding areas throughout North Carolina, we understand the unique needs of local families and businesses, offering personalized solutions tailored to the values and goals of our clients.
Davidson Office Details
Address: 215 S. Main St.
Suite 304 Davidson, NC 28036
Phone: (866) 708-2335
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
When Should You Start Estate Planning?
Some major life events can be starting points for estate planning, including getting married, having children, growing your career, buying a home, or retiring.
When Should You Update Your Estate Plan?
A good rule of thumb is to review your estate planning documents every 3-5 years for updates.
Should You DIY Your Plan?
Do not try to draft your own estate plan. It is better to use an attorney to draft your documents the first time, than use an online service and pay an attorney to fix it later.
Meet Our Davidson Estate Planning Team
Serving clients in Davidson, NC and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
