Too often families are left dealing with the unintended consequences of another family member not having an estate plan. Who will take care of your financial and healthcare affairs when you cannot? How do you ensure your loved ones receive what you intend from your hard-earned estate? What is the most effective strategy to transfer your business to the next generation? For years, Creech, Dunn & Perry, P.A. has assisted individuals, families, and business owners in preparing the necessary estate planning documents to answer the foregoing questions and many more. We are here to listen to your needs and objectives and help you implement a plan to carry out those objectives.

Our attorneys’ complimentary backgrounds facilitate creative and efficient estate and gift tax planning, succession planning and wealth preservation strategies for small and large estates encompassing a wide variety of assets. We are also adept at dealing with challenging or unique family dynamics.

Our estate planning practice commonly includes preparation of the following documents for clients:

• Wills
• Durable Powers of Attorney
• Health Care Powers of Attorney
• Living Wills
• Trusts, including but not limited to:
  • Revocable living trusts
  • Irrevocable trusts
  • Life insurance trusts
  • Special needs trusts
  • Charitable trusts

Additionally, and in conjunction with our business practice, we have represented closely-held businesses throughout North Carolina and the Southeast with respect to business succession plans, which can not only involve the more common estate planning documents mentioned above, but also business reorganizations, shareholder agreements, buy-sell agreements and life insurance planning. A thoughtful business succession plan can often substantially reduce estate and gift taxes, help families avoid potential disputes and promote business continuity.