704-777-6665
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
704-777-6665
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 Clients Are Saying…
⭐️⭐️⭐️⭐️🌟
Kathleen is a smart rock star at what she does. She’s so easy to work with, legal issues are actually fun with her! She communicates without jargon and confusing legal terms which we really appreciated to help understand the process. Everything was buttoned up and personalized. We’ve already recommended her in conversations with friends and family.
– Laura M.
After looking into estate planning and discussing it with friends and family, I realized it was time to get professional assistance. One friend recommended Kathleen, who did a fantastic job of explaining the various options, what to place where and why. I highly recommend Kathleen for your estate planning needs.
– William A.
What’s New In Estate Planning…
How To Involve Your Family In Your Estate Plan
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