Estate Planning, for Those You Love
Protect Your Assets: To see your gifts go to those you love.
Avoid Probate: A long, expensive, and public, process that can see our families in court and in conflict.
Provide for Loved Ones: Make sure your assets are distributed quickly and privately to your those you love.
Reduce Taxes: Minimize potential taxes so your loved ones receive the most of what you leave for them.
Provide for Incapacity: With clear instructions if, and when, you are unable to communicate your wishes.
Provide for your children: So they are well cared for, as you would want, in the event of the unthinkable.
Peace of Mind: For you now, and for those you love when you are gone.
Special Needs Trusts & Planning to care for and provide for Those You Love
Planning for the Future: By creating a legal structure that manages and protects assets for the benefit of a person with special needs. Such a Trust allows an individual, or their families, to provide financial resources for long-term care without jeopardizing crucial assistance from key government programs.
Quality of Life: A Special Needs Trust can pay for everything not provided for by government benefits. These extras can significantly improve the mental, emotional, and physical well-being, of your loved one so they can live as independently as possible while also enjoying a greater quality of life.
For a Lifetime: A Special Needs Trust can provide you with Peace of Mind because you chose to plan for their lifetime and ensured your loved one will be provided for when you are no longer here to care for them yourself.
Probate & Estate Administration
Probate: Whether your loved one passed with a Will or not, we can handle the lengthy and sometimes complicated processes of Probate Court.
Estate Administration: If your loved one passed with a Trust in place and appointed you as Trustee, we can assist you in fulfilling your duties as quickly as possible.
Next Steps: If a loved on has passed and all beneficiaries are in agreement with the settling of the estate, allow us to be of service. We help you navigate the Probate and Estate Administration process by preparing and filing the various the documents necessary to open and settle estates throughout the state of North Carolina. Our goal is your Peace of Mind.
Call today, we look forward to being of service during these difficult times!
About Me
I'm Bill Ramos, a husband, father, grandfather, disabled USMC vet, small business owner, and attorney.
I understand the need to protect those we love.
As a husband, father, and grandfather, I understand how important it is to protect and provide for those we love.
As a disabled Marine Corp veteran, I understand how the unexpected can happen in an instant, and change your life forever.
As an attorney, I apply all I've learned personally and professionally to serve the needs of my clients.
In all these ways, I've been there, I understand.