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Estate Planning Attorney in Davidson, 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.

Why Business Owners Deserve More Than a Quick or Cheap Estate Plan

If you’re a business owner, you’ve probably seen the ads: “Create your estate plan online in 30 minutes!” Or maybe your financial advisor has offered to throw in some basic estate documents as part of your financial plan. Easy, fast, and inexpensive — sounds tempting, right? The problem is that if you own a business, these cookie-cutter solutions can do more harm than good. What’s often missing is the critical link between your [...]

By |2025-09-26T14:17:20-04:00September 30, 2025|Beneficiary Designation, estate planning wills and trusts|Comments Off on Why Business Owners Deserve More Than a Quick or Cheap Estate Plan
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Estate Planning Myths vs. Facts: What Families in Lake Norman Need to Know

When it comes to estate planning, misinformation is everywhere. From social media snippets to coffee shop conversations, it’s easy to hear something that sounds right but isn’t. Unfortunately, believing these myths can leave your family vulnerable to unnecessary taxes, legal headaches, or even court battles. At O'Day Law Firm, we help families in Davidson and the Lake Norman area cut through the noise. Let’s bust some of the most common estate planning myths [...]

By |2025-09-26T11:30:35-04:00September 26, 2025|estate planning wills and trusts, Family in Estate Planning|Comments Off on Estate Planning Myths vs. Facts: What Families in Lake Norman Need to Know
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The $1.5 Million Estate Planning Mistake You Can’t Afford to Make

Imagine this: You’ve spent years building a business, saving, investing, and creating a comfortable life for your family. You’ve got an estate plan in place and assume everything will run smoothly when the time comes. But then—because of one overlooked detail—your family ends up with a tax bill in the millions. Unfortunately, this isn’t just a theoretical horror story. It has happened to real families, and it can happen here in North Carolina [...]

By |2025-09-19T12:37:00-04:00September 19, 2025|estate planning wills and trusts|Comments Off on The $1.5 Million Estate Planning Mistake You Can’t Afford to Make
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Nobody Prepared Me for This: The Reality of Managing Inherited Real Estate

Losing a loved one is hard enough. But what most people don’t expect is what comes next: suddenly being responsible for their house. Maybe the home is sitting empty while you and your family decide what to do. Maybe you’re considering selling it, or maybe another family member hopes to move in one day. Whatever the plan, an inherited house often comes with more responsibility and stress than most people realize. Why an Empty House [...]

By |2025-09-19T12:33:11-04:00September 12, 2025|Beneficiary Designation, estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Nobody Prepared Me for This: The Reality of Managing Inherited Real Estate
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Why Proper Estate Planning Matters More Than Just Documents

When her father passed away, one woman thought she would inherit his home. Instead, she discovered months of unpaid mortgage bills piling up in the mailbox. Because her father never left a clear inventory of his assets and debts, she didn’t know where to begin. She tried to work with the bank, but without legal authority, her hands were tied. By the time the court finally named her estate administrator, the bank had [...]

By |2025-09-19T12:33:11-04:00September 12, 2025|estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Why Proper Estate Planning Matters More Than Just Documents
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Life Hacks That Backfire: Why Adding Your Child to Your Deed Is a Big No-No

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 win—except when it comes to estate planning. As a SurvivorSupport® attorney with 25 years of experience in estate [...]

By |2025-09-19T12:33:11-04:00March 31, 2025|estate planning wills and trusts|Comments Off on Life Hacks That Backfire: Why Adding Your Child to Your Deed Is a Big No-No
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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 is difficult enough, so planning for after you are gone may seem overwhelming. Of course, you want to leave money to your child to ensure he or she has a comfortable life after [...]

By |2025-09-19T12:33:11-04:00March 10, 2025|Special Needs|Comments Off on Why Every Parent of a Special Needs Child Needs a Special Needs Trust
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Polly McMittens, Protector of the Realm: Why Your Pets Need a Trust Too

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 without a few new claw marks (sorry neighbors!). Oh, and did I mention her secret underground lair? Yes, [...]

By |2025-09-19T12:33:11-04:00March 10, 2025|estate planning wills and trusts, Family in Estate Planning, Pet Trusts|Comments Off on Polly McMittens, Protector of the Realm: Why Your Pets Need a Trust Too
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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: 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, you marry again. But then, one day, you unfortunately pass away, and your hard-earned assets —your home, your [...]

By |2025-09-19T12:33:12-04:00February 24, 2025|Family in Estate Planning|Comments Off on 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)
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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. The same goes for estate planning. Everyone knows that the DIY approach can save a few bucks in the short term (and did I mention I’m cheap? I like a bargain too!). After [...]

By |2025-09-19T12:33:12-04:00February 10, 2025|estate planning wills and trusts, Family in Estate Planning, Uncategorized|Comments Off on The DIY Estate Plan: The “Do it Yourself” Plan Might Just Cost You More Than You Expected
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Helping You Protect Your Nest

228 Caldwell Lane, Suite D, Davidson, NC 28036

Please consult an attorney for advice about your individual situation. This site and its information is not legal advice, nor is it intended to be. Feel free to get in touch by electronic mail, letters or phone calls. Contacting us does not create an attorney-client relationship. Until an attorney-client relationship is established, please withhold from sending any confidential information to us.

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