Our estate planning services are tailored to your specific needs, no matter how simple or complex your situation might be.
The more complex your estate and your wishes about distributing your assets are, the more you need the services of an experienced estate planning professional. Whether you have a simple estate that can be covered with a simple will or you have something complex, such as needing succession planning for a business, you can count on us at Rich Haag & Associates to provide the personalized service needed for your situation.
Do you have:
- Children under age 18?
- Children with special needs?
- Properties in multiple states?
- A business you would like to pass on?
- Property and assets to distribute?
- Family members you want to treat differently?
- A desire to pay less taxes on your assets when distributing to your heirs?
- Questions about how it all works?
From setting up your initial estate planning needs to making modifications as situations change in your life, you can count on us to provide the reliable services you need. Contrary to some people’s beliefs, estate planning is important for everyone. Situations such as planning who will care for your children or who will take over your business are prime examples of why this is the case. It can be very stressful for a family to surmise what your wishes would have been, so having us help you with estate planning could be the best thing you do for them.
We will take the time to learn about your objectives so we can recommend the best solution for your situation. With wills, trusts, succession planning, life insurance, and other estate planning tools, we can give you peace of mind that your wishes will be honored and your family won’t suffer the hardship of trying to answer questions they aren’t confident about answering.
If you have any questions about our estate planning services or would like to schedule an appointment at our Clayton, North Carolina office, don’t hesitate to contact us. We have proudly serviced this area since 2004, and we are confident we can assist you with your estate planning, financial planning, life insurance, and business insurance needs.