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Kimberly Saxton and Associates, PLLC
101 N McDowell St. Suite #126
Charlotte, NC 28204

     Kimberly Saxton and Associates, PLLC specializes in providing clients in the North Carolina area with a wide range of estate planning services. While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones.  Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.

      When you create an estate plan in North Carolina, you will be helping your family by giving them the ability to know in advance what your wishes are with regards to certain financial and medical decisions in the event that you are not able to communicate those wishes at some later point. Though individual plans will use different types of tools, here are several North Carolina estate planning tools that almost every estate plan relies upon:

  • Last Will and Testament. One of the most essential, and basic, estate planning tools is the last will and testament. Through your will, you have the ability to make decisions about the types of inheritances you want to leave. You can also make other decisions, such as naming an executor to manage your estate, and appointing a guardian who will care for any minor children should you die before they become adults.

  • Durable Power of Attorney. A Durable Power of Attorney, or financial power of attorney, is a legal document that gives someone the power to make financial decisions on your behalf in the event that you cannot make the decision yourself or cannot communicate your decision to other people. The Durable Power of Attorney generally will be authorized to conduct real and personal property transactions on your behalf, as well as banking, insurance and estate transactions. This person is also typically capable of borrowing and settling your debts, filing for your taxes, disability and unemployment benefits, and investing and making gifts on your behalf.

  • Health Care Power of Attorney. A Health Care Power of Attorney, is a legal document that gives the person you designate as your health care agent broad powers to make health care decisions for you when you cannot make the decision yourself or cannot communicate your decision to other people. You should discuss your wishes concerning life‑prolonging measures, mental health treatment, and other health care decisions with your health care agent. Except to the extent that you express specific limitations or restrictions in this form, your health care agent may make any health care decision you could make yourself.

  • Advance Directives. An Advance Directive is a legal document that allows you to make medical choices. Should you lose your ability to communicate, your family will want to know the types of medical care you would, or would not, want to receive from your doctors or health care providers. Advance directives allow you to make your wishes known and can place special limitations on the powers given to your health care agent through a properly executed Health Care Power of Attorney.

      Contact Kimberly Saxton and Associates, PLLC to consult with a qualified estate planning attorney to review your family and financial situation, your goals and explain the various options available to you.   Once your estate plan is in place, you will have peace of mind knowing that you have provided for yourself and your family in the event you pass or become incapacitated to a degree that you are unable to make these decisions yourself.

Wills, Trusts and Estates