Retirement & Estate Planning in North Carolina

Just because you retire does not mean life stops!

Planning for retirement should include tailored legal tools that reflect your personal wishes - and that also protect you, your assets and your loved ones. This key life transition demands clarity and good counsel for the outcomes that you desire. We have the professional expertise help you successfully navigate this stage.

At our firm, we work every day with clients to establish the following legal documents:

  • Will and Trust Planning

  • Power of Attorney Provisions

  • Beneficiary Plans

  • Appointment of Executors, Agents and Trustees

  • Testamentary Trusts

  • Legacy Giving

Remember that strong legal documents give you control over your legacy.

Starting with a free consultation, we can help you consider a range of options to meet your particular needs.

As your estate grows you may want to consider creating a Revocable Living Trust that can save your family from the time, cost, and stress of the probate process. With legal guidance, you can ensure heirs and beneficiaries receive assets in a way that manages and minimizes tax impacts.

Establishing thorough Financial and Health Care Powers of Attorney allow a trusted agent to act on your behalf if you are incapacitated due to illness or injury. Having these documents in place can save you from having to appoint a guardian through a court process.

Planning for retirement and estate matters in North Carolina requires careful consideration and expert legal guidance. At Hillsborough Wills & Trusts, we love helping individuals and families navigate this important phase of life with confidence and peace of mind.

Taking actions like these will set your big plans in motion so that you can live your best life!

Our comprehensive services for retirement and estate planning cover a wide range of legal instruments, including wills, trusts, powers of attorney, beneficiary plans, and legacy giving strategies. We understand the complexities of estate taxation and asset distribution, offering tailored solutions to protect your wealth and ensure your legacy is preserved according to your wishes.