Thomas J.
Neagle
tom@lawofestates.com
605 W. Main Street, Suite 104, Carrboro, NC
27510
voice (919)
932-7445
fax (919)
869-1800 |
This firm considers gathers client needs, desires and information
such as:
- Executors
- Guardianships and Custodianships
- Trustees
- Presumptions of survivorship
- Beneficiaries
- Spousal Elective Share
- Federal and State Gift Taxes and the Annual Exclusion
- Generation Skipping Taxes
- Marital Deduction
- Federal and State Estate Taxes
- Incapacity
- Pensions Plans
- Life Insurance Policies
- Business ownerships
- Real Estate
- The Gross Estate
- Charitable Giving Wishes
- Premarital and Postmarital Agreements
- . . . .
Then, this firm analyzes these concepts, and produces the legal
instruments, advice and instructions to accomplish the estate
planning goals. The basic legal instruments include:
- Will
- Durable Power of Attorney
- Health Care Power of Attorney
- Living Will
Other legal instruments include are:
- Final Directives
- Trusts - Revocable, Credit Shelter, Life Insurance,
Supplemental Needs, Special Needs, Pooled, Charitable
- Business entities such as the Family Limited Liability
Companies (FLLC).
Estate Planning
Overview | Where do I start | What will it cost | How do we do
it |
Trap for the unwary
Estate Administration
Overview | Where do I start | What will it
cost
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Serving Orange, Durham,
Chatham, Wake, Alamance and surrounding
counties Chapel Hill,
Carrboro, Pittsboro, Hillsborough, Durham, Graham, Apex &
Cary
RTP and the Triangle Area
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