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Trusts & Estate Planning

Trust and estate planning tools are critical for individuals and families interested in protecting the future direction of their personal assets. Since 1973, attorneys from Caudle & Spears, P.A., in Charlotte, North Carolina, have assisted individuals with simple and complex estate-planning tools. Whether you are seeking to protect personal assets and real estate or you are interested in business succession planning, our attorneys can assist you in devising a personalized plan for the future.

To protect your family and your assets, it is critical to use planning tools to direct your assets in the future. Our attorneys will help you make the legal plans that will protect your finances and the long-term security of your family.

Many legal arrangements and estate planning tools can be complex. Our attorneys will take the time to explain all of your options and alternatives so that you can be confident about your estate planning decisions. It is necessary to make arrangements now to avoid forcing your family into making difficult decisions about your health care later. Your plans can indicate your intentions for your estate as well as direct health care decisions. We will assist you in formulating a plan that will protect your assets by minimizing estate taxes and maximizing the value of the distributions to your beneficiaries.

At Caudle & Spears, P.A., our attorneys are experienced in advising and counseling clients on important estate-planning matters such as wills, trusts, and health care directives. Please contact our firm for more information about the following services we can provide:

  • Simple wills / complex wills
  • Simple trusts / complex trusts
  • Revocable trusts
  • Irrevocable trusts
  • Life insurance trusts
  • Living wills
  • Medical powers of attorney
  • Durable powers of attorney
  • Health care directives
  • Probate and estate administration
  • Elder law
  • 401K tax planning and estate tax vehicles
  • Tax planning

For immediate assistance with your estate planning, business, tax, litigation, or real estate matter, or to speak with one of our experienced lawyers, please contact Caudle & Spears, P.A.

Effective representation since 1973 • Located on the corner of Trade and Tryon Street • Parking available

121 West Trade Street, Suite 2600, Charlotte, NC 28202