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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • SECURE Act
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Planning Resources
      • Estate Planning Articles
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Philanthropy and Your Estate Plan
      • Planning for Dementia
      • Probate
      • Serving as Executor
      • Special Needs Planning
      • Tax Avoidance Planning
      • Trust Administration & Probate
      • Understanding the Social Security Retirement System
      • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate
    • Professional Resources
Home » Attorneys For Your Estate Planning Needs

Attorneys For Your Estate Planning Needs

Everybody Needs An Estate Plan

Estate planning is not just about taxes and not just for the wealthy. You need a plan which defines the management of your wealth while you’re alive and specifies the distribution of it after your death. You want to choose who will have what role in managing this plan and make sure that they have the tools they need to efficiently wpmasters and effectively reach your goals. You need a plan which accounts for tax issues – both estate tax and income tax – as well as people issues, such as whether those you intend to inherit from you are ready to manage their inheritance or might benefit from protections you can provide in your plan.

When we talk about an estate, we mean all assets of any value that you own, including real property, cash, investments, insurance proceeds, business interests, retirement accounts, personal property and even your personal effects. No two people have exactly the same assets and certainly no two people have the same family and loved ones. Everybody needs a plan, but not everybody needs the same plan. The core of estate planning is working with a knowledgeable attorney to determine your personal and family goals and choose which tools will be most effective in reaching them.

The goal for attorney and client should be clarity. We educate and counsel our clients with the goal of giving them an understanding of the issues, including clarity with respect to what can go wrong as well as what opportunities exist for getting things right for the client and his or her loved ones.

Clarity Legal Group

Free Estate planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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Clarity Legal Group
1414 Raleigh Road Suite 445
Chapel Hill, NC 27517
United States (US)
Phone: 919-484-0012

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PO Box 2207
Chapel Hill, NC 27515

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