Estate planning is the process of anticipating, strategizing and formulating a specialized and personalized blueprint during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death. Factors such as the assets of the individual, the marital status, the existence of minor children, and the age of the client, must be considered in creating an intentional and sustainable plan, all while minimizing gift, estate, generation skipping transfer, and income taxes.
Nearly everyone can benefit from a thorough, comprehensive estate plan. Your estate is comprised of all the assets you own, such as your car, home, other real estate, checking & savings accounts, investments, life insurance, furniture and personal possessions. No matter how large or how modest, each of us has an estate, and you likely have specific desires for its disbursement when you pass.
Estate planning is not just for senior citizens and the wealthy. Planning can also benefit young families with children and unmarried couples whose rights are not automatically recognized by the state. Purser & Glenn, PLLC advises and counsels clients as to guardianship and trustees when minor children are involved.
The partners at Purser & Glenn, PLLC provide all-inclusive services to deal with your assets during your lifetime and after death, addressing many concerns for you and your loved ones. It is important to have a skilled attorney periodically review your estate planning documents. The legal team offers a full range of estate planning services designed to help you plan for the future, to protect your assets, and to ensure that your requests are followed upon death.
Purser and Glenn, PLLC serves the estate planning needs of individual clients – including the preparation of wills, trusts, business succession planning documents, charitable giving, and asset protection. Additionally, the firm offers legal services to executors or heirs in the probate of a decedent’s estate and to administrators or heirs in in the administration of a decedent’s estate.
Purser & Glenn, PLLC provides legal counsel in the area of estate planning for business owners, as well, as failure to provide a business succession plan can impact the continued success of a business and reduce the deceased’s estate assets. The partners can examine and confirm the owner and beneficiaries of life insurance policies mirror a client’s wishes in order to ensure that a business can properly transfer and continue to operate.
From Charlotte to Fort Mill and the surrounding North Carolina and South Carolina communities, Purser & Glenn, PLLC represent clients dealing with routine needs to highly complex real estate matters, both residential and commercial; estate planning services; and business formation, sale or purchase of a business and franchise agreement review. Equipped with decades of experience, the partners are able to identify and resolve possible real estate issues that potentially delay closings, counsel clients as to the best business entity for their proposed business plan, prepare Wills, Powers of Attorney and Living Wills, and advise as to probate matters.
We serve clients in all of North Carolina and South Carolina, including but not limited to such cities as Clover, Fort Mill, Gastonia, Indian Land, Lake Wylie, Newport, Rock Hill, Tega Cay, Ballantyne, Bessemer City, Belmont, Charlotte, Denver, Harrisburg, Indian Trail, Kings Mountain, Pineville, Stanley, Steele Creek, Weddington, Concord, Hendersonville, Asheville, Mooresville, and Lincolnton.
Please reach Purser & Glenn, PLLC with your questions concerning estate planning options . To schedule a consultation with Purser & Glenn, PLLC, please call 704-540-2550 (South location) or 704-596-1244 (University location). Or for more information, please email firstname.lastname@example.org.