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 🪺
Helping You Protect Your Nest 🪺
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 person’s estate. Our attorneys provide compassionate guidance, ensuring your loved one’s wishes are respected and assets distributed fairly.
What’s New In Estate Planning…
The DIY Estate Plan: The “Do it Yourself” 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, I’ll 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
What’s the difference between a Will and a Trust?
The most common – and usually confusing – question clients have asked during my 20+ years of estate planning experience is: “What is the difference between a will and a trust?” But also, “Are 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
Should I Have A Will Or A Trust In My Estate Plan?
There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When...
Read More
Kathleen will call you back, shortly.