Whether you are just in need of a simple will or are managing complex assets, we will walk you through your options and help you find practical, effective solutions.
Talk With Us About What Is Next
You have worked hard to build a good life. Maybe you have bought a second home near Asheville, or started a business and now are thinking about how to transition it to the next generation. Or maybe you have just welcomed a new child or grandchild, and you are realizing it is time to get your affairs in order — but you are not sure where to start.
Estate planning can feel overwhelming, especially when you are trying to protect loved ones, minimize taxes, and avoid unnecessary court involvement. The truth is, a lot of people put it off until something urgent happens.
Our goal is to make sure you do not have to wait until then. Whether you are looking to draft a will, create a trust, or navigate more complex family or financial dynamics, we will sit down with you, explain your options in plain English, and help you create a plan that works — for today and for the years ahead.
Wills and Trusts
We will help you understand the difference — and decide what makes the most sense for your situation. A will is often the foundation of a plan, but a trust can offer added privacy, flexibility, minimize probate, save costs, and expedite the disposition of your assets upon death.
Healthcare Directives and Powers of Attorney
Who do you trust to make decisions for you if you ca not speak for yourself? We will help you set up living wills, health care powers of attorney, and other health care directives so you and your loved ones are prepared.
Beneficiary Designations and Asset Titling
Some assets — like retirement accounts, life insurance, and joint property — are not necessarily controlled by the terms of your estate planning documents. We will help make sure everything is coordinated so that your full estate plan works the way it should.
Tax Planning
Depending on your circumstances, our estate plans are designed to encompass strategies to reduce minimize unnecessary tax burdens and maximize the value that you can pass to the next generation.
Asset Protection
We work to understand your goals and concerns and implement asset protection strategies to meet your needs.
Planning for Blended Families
Estate planning gets more complex when there are children from previous marriages, step-relatives, or new partnerships. We can help you structure your plan in a way that is fair, thoughtful, and reduces the risk of conflict down the road — all while honoring your family’s unique dynamics.
Business Succession Planning
If you own a business in Tennessee or North Carolina, your estate plan needs to consider what happens to that business when you are no longer involved. We regularly work with family-owned businesses and closely held companies to build succession plans that protect the company — and the family — long term.
Why Work With Us?
Local Knowledge, Tailored Solutions: We are based in downtown Asheville, and many of our clients live in Western North Carolina and Tennessee. We understand the local markets, the local courts, and — more importantly — the values of this community.
Sophisticated Support for Complex Estates: We regularly work with clients who have family businesses, investment properties, or multigenerational wealth. If your situation goes beyond a basic will, we have the experience to handle it — clearly and confidently.
A Clear Process, from Start to Finish: We will guide you through the process step-by-step, using secure technology when it is convenient or desired — and in-person meetings when it matters most. You can come sit down with us in our Asheville office, talk through your questions, and walk out with a real plan in place.
Start the Conversation, and Find Clear Legal Solutions
Whether you are updating old documents or building a plan from scratch, we’re here to help. Contact our Asheville office today to schedule a conversation with an estate planning attorney. Let us find clear legal solutions together.