Guide to Estate Planning in Raleigh
We’re Here to Help
“Who needs an estate plan?” — it’s a question we hear often when working with families in our area. The answer, quite simply, is everyone.
Without a proper plan in place, the state will decide who receives your assets and when and how they’ll receive them. The state will also decide who has the authority to make medical and financial decisions on your behalf if you become incapacitated. Finally, without a plan, your loved ones will be forced to make difficult decisions without guidance when they would be otherwise grieving.
The stakes are obviously high, and you can’t afford to be caught without a plan in place. That’s why our firm decided to make available our free “Estate Planning Basics” report.
It’s full of no-nonsense, actionable strategies and tips that you can use to take control of your legacy and your family’s future. And the best part? It’s absolutely free! Just complete the form and we’ll pass it along instantly via e-mail.
Get your free report today! Contact us online or call (919) 975-5359 to schedule a free consultation.
Here’s just some of what you’ll discover in this free guide:
- Discover Why it’s Almost Never Too Late to Plan
- The “Estate Planner’s Toolbox” – Commonly Used Tools and How They Can Benefit You and Your Family
- The Ten Most Common Estate Planning Mistakes (…and How You Can Avoid Them!)
- How a Proper Plan Can Lessen Your Tax Burden, Protect Your Home, and Provide for Future Generations
- …and Much More!
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My husband (46 years old) died suddenly in his sleep without warning. I was 6 months pregnant and had a 2-year-old and a 5-year-old. Planning for our deaths was not a seemingly urgent thing to do in our life phase. Once we became parents we knew how important it was to have a will and a trust so that our plans and hopes for our children could be fulfilled. But, as things often do, stopping for a moment to get this done just didn't happen. It was so much easier to keep kicking the can down the road and letting our future selves worry about that issue.- C.A.
In the grief of losing my husband, children's father, and family's provider there was also so much administrative burden to handle. Had we already had our will and our assets can figured as they should have been, so much fear, anxiety, and confusion could have been avoided.
Right after my husband's death, I contacted Lars and he helped me create a trust, will, and healthcare directive -- I wanted to have this in place before the birth of my third child. It gave me incredible piece of mind to know that my children would be provided for in the manner I would want it to be, as well as knowing I would eliminate my family from unnecessary administrative and financial burdens. And amazingly, it did not take more than a few hours of time!
I highly recommend everyone have a will, but particularly anyone with children or loved ones that will need care should you die. I learned the hard way that you don't plan ahead for the The things that are likely to happen, but for the things that may happen. Thank you Lars for giving me great peace of mind! -
Lars is great! He walked us through the process and made sure that we understood each step. He helped create new categories in the planning process that will ensure we provide our family a detailed outline of our wishes. Highly recommend him to anyone looking to start or continue their estate planning journey.- W.S
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My wife and I found working with Lars Kissling to be a productive and enlightening experience. His knowledge of estate planning is extensive. He patiently answered our questions and showed both concern and compassion about our own situation. We recommend Oak City Estate Planning. It is truly an investment in your family's future. I think Lars' services are needed by all, especially for families with small children or those with special needs. The end result is piece of mind going forward.- B.B
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- B.K.
My husband and I were very satisfied with the professional advice from Lars. He recently assisted us in updating our estate plan. He led us through a process that provided clarity on our goals for our plan. We would highly recommend Lars Kissling to others.
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“He was a great help to me and was very patient to explain all my options, many of which I did not know I had. He also helped me find financial planners which I desperately needed.”- Mary M.
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“The process was easy and we now have a robust estate plan that covers any and all eventualities, protecting both ourselves and our beneficiaries. We highly recommend Lars at Oak City Estate Planning, having done so with friends and colleagues.”- Phil B.
Our Simple 4-Step Process
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1IntroductionAfter signing up for a vision meeting, you will watch a video that provides an overview of estate planning.
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2VisionDuring this meeting, you will meet with Mr. Kissling and discuss your case and specific planning needs.
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3DesignThe second meeting with the attorney involves sitting with Mr. Kissling and actually putting your plan together.
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4SigningIn the third and final meeting, you will review the plan, tie up any loose ends, and sign your finalized plan.