(919) 415-2353 sglass@glasslawnc.com

Estate Planning

Custom estate planning to fit your unique life situation.

Estate Planning is the collection of prepared tasks that serve to manage assets in the event that you’re incapacitated or die. This includes the bequest of assets to heirs and the settlement of estate taxes. Every adult—especially those who have families—need some level of Estate Planning in place. Even if you think you don’t have enough assets, planning your estate can help those you leave behind. It’s surprising to realize what you actually own and what needs to be managed when you die.

Why Should I Plan my Estate?

Individuals possess an estate, regardless of their age, family assets, or socioeconomic status. Many young people neglect to take this into consideration, leaving behind loved ones with inadequate direction on how to manage your estate should an untimely event occur.

The goal when planning an estate is determined by the specific needs and desires of the client, simple or complex. Whether purposely making plans for your estate or starting your adult life, let us know and we’ll provide you with Estate Planning that fits your specific needs.

Glass Law Firm is here to serve families in Cary, Wake County, and surrounding areas. Customizing an estate plan involves more than drafting a simple Will or trust. Partnering with our team can help in maintaining your legacy and provide for your family after you are gone.

“I don’t have much so I don’t need a Will…”

One aspect of planning an estate that many people don’t actively consider is arranging affairs so that your loved ones receive as much of the estate as possible while having it taxed as little as possible. When partnering with Glass Law, we work with our clients to keep their life’s hard work belongings in their family. We’ve seen far too often an unplanned estate become leached by taxes and creditors at the end of one’s life. This can be prevented by protecting yourself and creating a solid estate plan. Its time to take the opportunity to protect your estate, provide for your family, and prepare for the inevitable while you’re able to.

Estate Planning Typically Consists of:

  • Creating a Will (Last Will and Testament and Living Will)
  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries
  • Establishing annual gifting to reduce the taxable estate
  • Setting up Durable Power of Attorney (POA) to direct other assets and investments
  • Establishing a guardian for living dependents
  • And many others


family with child

 


What Else is Involved?

Estate Administration/Probate is the process in which a deceased person’s estate is legally distributed, handled, and finalized. This also includes the handling of taxes.

Glass Law Firm hosts one of the most prominent Estate Planning attorney’s in the nation, Mr. F. Stephen Glass (top 1% of Estate Planning attorney’s nationwide). If you’re ready to get your affairs in order so that you can rest easy knowing your loved ones will not have to battle with the law—or a host of other stressful events when you pass—contact us today to set up your consultation.


Contact Us


To learn more on how we can work together to accomplish your legal needs, contact us today.


Hours & Info

1135 Kildaire Farm Road
Suite 200
Cary, NC 27511
(919) 415-2353

Office Hours

Monday – Friday: 10:00am – 5:00pm
Saturday – Sunday: Closed