Areas of Practice

Estate Planning – We will carefully review your estate planning objectives and tailor a plan that will meet those goals. Services we can help you with include, among other things, wills, revocable and irrevocable trusts, and charitable trusts, powers of attorney for financial affairs, health care powers of attorney, advance directives and HIPAA waivers.
Agents having a meeting- Estate Planning in Greensboro, NC
Estate Administration – We will help you and your family to settle a probate estate as well as assist with the administration of any trusts set up during someone’s life or under their will. In addition, we can prepare federal and state estate tax returns as well as the estate’s income tax returns. We can also help you with complex issues involving retirement accounts and life insurance.
Business Planning – We can help you with all of your small-business needs, including the formation of subchapter S corporations, limited liability companies and other entities. We can also help with reviewing contracts, as well as issues surrounding buying or selling your business.
Tax Issues – We can assist you with preparing federal and state estate tax returns and fiduciary tax returns. We can also help you with tax questions pertaining to your estate plan or the tax effect of certain transactions at death. We also advise individuals and businesses with respect to issues they may have with the Internal Revenue Service or North Carolina Department of Revenue.