Planning for your family's inheritance typically involves a trust or a will or in some cases, both. We will help you design a plan that will pass the results of your lifetime of work on to those you leave behind in the way you desire.
Proper planning for your healthcare means preparing documents that specify who will make healthcare decisions if you are unable to speak for yourself. You can also make decisions about the type of end of life care you would like to have before it is needed.
As you age, would you like to be able to stay in your home? Perhaps you want to live in an assisted living center or want to be prepared in the event you need skilled nursing care. You need to know how to plan for these expenses without using your entire life's savings to pay for your care.
Studies show that most people will have a loved one that suffers from some sort of dementia. Protect your family by planning for potential competency issues with documents that allow your family to take care of you if you become unable to make decisions for yourself.
If you have a family member with special need, you may need to plan for their future care in a way that protects their access to public benefits and healthcare.
Lunn & Forro, PLLC
(By appointment only)
9131 Anson Way
Raleigh, NC 27615