Offering Comprehensive Estate Planning Services A Compassionate & Client-Oriented Law Firm REQUEST A CONSULTATION NOW

Estate Planning Attorney in Charlotte, NC

Estate planning is a process that few people look forward to, yet it is a necessary part of planning for a sound financial future. If your estate is substantial or involves different types of assets, you will likely require the services of a seasoned complex estate planning attorney to help you navigate the process.

At Savage Law, we are skilled at drafting strategic estate plans designed to maximize the protection of assets, including businesses, while minimizing taxation and avoiding probate where necessary.

Donna Savage has more than 30 years of legal experience, including advising individuals, families, and business owners on establishing comprehensive estate plans that meet their needs. Thoughtful estate planning can make sure that your long-term wishes are carried out and can reduce or eliminate potential conflict after your death. It can also ensure that you are provided for in the event that you are incapacitated.

We work together with our clients to achieve an estate plan that reflects our clients’ unique needs.

Know Your Rights & Best Options

North Carolina Estate Planning

Estate plans encompass a variety of needs, from deciding who will inherit the fruits of your labor to establishing trusts; this also includes setting up powers of attorney to ensure that someone is making decisions in your best interests in the event that you are incapacitated due to illness or injury. At Savage Law, we are highly experienced and knowledgeable about all types of estate plans, including:

  • Wills

  • Revocable trusts

  • Special needs trusts

  • Financial powers of attorney

  • Healthcare powers of attorney

  • Advance directives

  • HIPAA authorizations

  • Beneficiary designations for retirement plans and life insurance

  • “Crummey” and Section 2503(c) trusts

  • Family limited partnerships (FLPs)

  • Family limited liability companies (LLCs)

  • Irrevocable life insurance trusts.

  • Elective share planning

By viewing our clients’ financial and estate planning needs as a whole, our team is able to design a comprehensive plan that addresses your goals.

Blended families often produce unique challenges and we have extensive knowledge of the various issues presented by planning for blended families. We have the knowledge and experience to manage planning for blended families to maximize clarity and minimize potential litigation.

Trusts provide unique opportunities -- including avoiding the cost, publicity, and time-consuming probate process and providing for the measured distribution of assets to beneficiaries. Troubling family situations can be addressed with compassion and creativity through the use of trusts.

A special needs trusts provide for family members who may not be able to take care of themselves after your death. With our in-depth knowledge of North Carolina probate law, the Internal Revenue Code and the requirements of trust formation, we are the ideal choice for anyone who seeks to utilize a trust as part of their estate planning process.

Donna is also skilled at helping our clients meet their charitable goals by the use of various planning devices.