704-270-5511
Have a question about estate planning, but don’t know where to start?
CALL KATHLEEN O’DAYHave a question about estate planning, but don’t know where to start?
Have a question about estate planning, but don’t know where to start?
CALL KATHLEEN O’DAY
704-270-5511
Helping You Protect Your Nest đŞş
Helping You Protect Your Nest đŞş
How Can We Serve You?
Special Needs Planning
Protecting your assets and ensure your loved ones are taken care of with our customized special needs planning solutions. From simple wills to complex trusts, we can help you achieve your goals.
Estate Planning
Protecting your assets and ensure your loved ones are taken care of with our customized estate planning solutions. From simple wills to complex trusts, we can help you achieve your goals.
Asset Protection Planning
Probate is the legal process of administering a deceased personâs estate. Our attorneys provide compassionate guidance, ensuring your loved oneâs wishes are respected and assets distributed fairly.
What’s New In Estate Planning…
Why Every Parent of a Special Needs Child Needs a Special Needs Trust
Being a parent is a tough job - but being a parent to a child with special needs adds so many extra layers of responsibility - especially when it comes to financial security. Weaving through the maze of government benefits...
Read More
Polly McMittens, Protector of the Realm: Why Your Pets Need a Trust Too
Let me tell you about Polly McMittens. Polly wasnât your average catâshe was more like a tiny, furry gangster. Fierce, mean, and unapologetic, she roamed our neighborhood like it was her personal kingdom, dominating everything (and everyone) she came across....
Read More
The Perils of Blended Families with no Estate Plan: How Your Kids Could Be Left with Nothing (and the Step Kids Could Get It All)
Picture this: Youâve spent over four decades building a life with your spouse. You worked hard as a team, raised kids together, and built a comfortable future. But after your spouse passes away from cancer, you meet someone newâsomeone whoâs...
Read More
The DIY Estate Plan: The âDo it Yourselfâ Plan Might Just Cost You More Than You Expected
Ok, nobody loves a DIY project more than I do! From hanging wallpaper to refinishing furniture, Iâll tackle it all (and I have all the tools!). But even I know there are just some tasks better left to an expert....
Read More
Whatâs the difference between a Will and a Trust?
The most common â and usually confusing â question clients have asked during my 20+ years of estate planning experience is: âWhat is the difference between a will and a trust?â But also, âAre a will and a trust the...
Read More
How To Involve Your Family In Your Estate Plan
When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your...
Read More
Kathleen will call you back, shortly.