Estate and Tax Planning

North Carolina Estate Planning and Probate Lawyers

Wills, Trusts, and Tax Planning • Power of Attorney • Estate Administration

Stubbs & Perdue, P.A. assists families and individuals with health care and financial planning in anticipation of death or incapacity. Our attorneys work closely with clients to develop comprehensive solutions in estate and tax planning to preserve assets for future generations and guide your loved ones' decisions. We also assist clients in estate and trust administration duties when a family member has died.

Contact our offices in New Bern (800) 348-9404 or Raleigh North Carolina, (800) 856-9881 to arrange a discussion of your goals and options at a time convenient for you.

Asset Preservation and Tax Planning

Our estate planning lawyers will explore your family's unique circumstances to create an individualized plan that meets your goals. We address tax-saving opportunities and various methods to manage and preserve assets:

• Business and farm succession planning through family limited partnerships and buy-sell agreements
• Gifting assets to children without penalties
• Minor trust managing bequests to your underage children
• Special needs trust to provide for a vulnerable child or adult
• Charitable trust that leaves a legacy to a favorite charity
• Irrevocable trust / life insurance trusts
• Generation skipping trust to bypass estate taxes for larger estates
• Marital deduction planning/marital trust to pass assets to a spouse
• Qualified personal residence trust to minimize taxes on a home at transfer
• Premarital agreements protecting separate assets and inheritance rights of children from a prior marriage

Anticipating Death and Incapacity

A properly drafted will minimizes disputes by designating heirs and what each will inherit upon your death. There are many other estate planning considerations, including what will happen if you are unable to make decisions because of illness or incompetence:

• Durable power of attorney for financial decisions
• A living will clarifying end-of-life medical intervention
• A health care power of attorney enabling a loved one to make medical decisions on your behalf

Probate, Estate, and Trust Administration

Stubbs & Perdue, P.A. represents executors, trustees, and guardians in carrying out their appointed obligations when a family member dies. Our attorneys also have extensive experience in probate litigation and will contests.

Our estate administration lawyers can assist executors in any probate matter, from expediting a small estate affidavit to settling large and complex estates. We help with marshaling assets and liquidating them if necessary to satisfy debts, transferring assets to beneficiaries, and estate planning such as disclaimers, special use valuation, and the payment of estate taxes in installments for certain closely held businesses. To assist our clients in meeting their needs we work closely with professionals in the accounting, banking, financial planning and insurance industries.

The Time Has Come

If your business, and financial planning affairs are not in order, arrange a consultation today. We aim to provide peace of mind and to make a daunting task as simple as possible. Contact our Raleigh office at (800) 856-9881 or the New Bern office at (800) 348-9404.