Kathleen O'Day Law Offices

Estate Planning Attorney in Davidson, North Carolina

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About Kathleen O'Day

Kathleen O’Day is an estate planning will & trust attorney who helps families create clear, personalized plans to protect their legacy. With a background in both law and finance, she provides a holistic approach to estate planning. Kathleen is a licensed attorney by the State Bar of North Carolina.

About Kathleen O'Day

Kathleen O’Day is an estate planning will & trust attorney who helps families create clear, personalized plans to protect their legacy. With a background in both law and finance, she provides a holistic approach to estate planning. Kathleen is a licensed attorney by the State Bar of North Carolina.

Life Hacks That Backfire: Why Adding Your Child to Your Deed Is a Big No-No

March 31, 2025 by Kathleen O'Day

We all love a good life hack. I’m a sucker for any Tiktok or Instagram reel that shows me inexpensive DIY cleaning hacks (with two kids playing soccer every day, I definitely spend too much money on deodorizing my car and house!) Finding a clever way to save time, money, or hassle is a universal […]

Filed Under: estate planning wills and trusts

Why Every Parent of a Special Needs Child Needs a Special Needs Trust

March 10, 2025 by Kathleen O'Day

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 is difficult enough, so planning for after you are gone may seem overwhelming. Of course, […]

Filed Under: Special Needs

Polly McMittens, Protector of the Realm: Why Your Pets Need a Trust Too

March 10, 2025 by Kathleen O'Day

Let me tell you about Polly McMittens. Polly wasn’t your average cat—she 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. No snake dared to slither across her domain, and no neighborhood dog left our yard […]

Filed Under: Pet Trusts

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)

February 24, 2025 by Kathleen O'Day

Picture this: You’ve 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 new—someone who’s warm, understanding, and maybe even likes cheesy 80s movies as much as you do. So, […]

Filed Under: Family in Estate Planning

The DIY Estate Plan: The “Do it Yourself” Plan Might Just Cost You More Than You Expected

February 10, 2025 by Kathleen O'Day

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. The same goes for estate planning. Everyone knows that the DIY approach can save a […]

Filed Under: estate planning wills and trusts, Family in Estate Planning, Uncategorized

What’s the difference between a Will and a Trust?

January 27, 2025 by Kathleen O'Day

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 same thing?” and “Does it matter whether I have a will or a trust?” No […]

Filed Under: estate planning wills and trusts

How To Involve Your Family In Your Estate Plan

September 12, 2024 by Kathleen O'Day

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 estate. But one thing that is integral to the process is often the one reason […]

Filed Under: Family in Estate Planning

Should I Have A Will Or A Trust In My Estate Plan?

September 4, 2024 by Kathleen O'Day

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 looking at the options and deciding what estate plan is best for your situation, you […]

Filed Under: estate planning wills and trusts

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