If you are in need of quality legal representation, contact Charlotte estate
planning lawyer, Dave Davidson to learn how The Davidson Law Firm can
assist you.
The Davidson Law Firm serves clients in Mecklenburg
County, North Carolina, including Charlotte, Gastonia,
Ballantyne, Lake Norman, Dilworth, South Park, Elizabeth,
Huntersville, and Davidson.
The Davidson Law Firm
11111 Carmel Commons Blvd
Suite 130
Charlotte, North Carolina
28226

Phone: 704.540.5154
Fax: 704.749.8750
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If you are in need of wills, trusts or estate planning representation, contact
Charlotte estate planning lawyer, Dave Davidson to learn how
The Davidson Law Firm can assist you. Call 704-540-5154.
Charlotte, NC Wills Lawyer
Proper Estate Planning lays the foundation for the smooth transfer of
assets to your intended beneficiaries.
Drafting legal and valid wills or
establishing trusts that accomplish your specific goals (while achieving tax
savings) are the primary tools an estate planning attorney will use. But many
people also decide, when they do an estate plan, to prepare documents
communicating their medical wishes, or giving decision-making authority to a
relative. These documents are
living wills (or advanced health care
directives) and
powers of attorney.
Charlotte estate planning attorney Dave Davidson is experienced in helping
families in developing comprehensive estate plans. As a Certified Financial
Planner, he is well prepared to help you consider your financial goals and
the tax implications of wills and trusts.
Contact The Davidson Law Firm to
schedule an appointment. Handle these details today to ensure your wishes
are followed tomorrow. Call 704-540-5154 to set an appointment!
Attaining a tailored tax plan for certain businesses and estates is essential.
Depending of the particular situation, hiring a skilled lawyer could save
your business or estate substantial finances in taxes.
The Davidson Law
Firm, P.C. is skilled at assisting the business community as well as families
and individuals with tax issues.
Contact Charlotte, North Carolina estate
tax plan lawyer Dave Davidson to schedule a consultation.
Estate Tax Planning
As an experienced Certified Financial Planner®, Dave Davidson is
knowledgeable in the advantages and disadvantages of handling complex
tax issues in different ways. He is able to advise and assist
business clients
with an array of business tax issues.
Estate Planning:
Wills, Trusts and Powers of Attorney
Tax Planning for Estates and Businesses
Business Tax Planning
  • Tax advantages pertaining to different entity forms
  • Tax advantages in running a business
  • Tax issues involved in a business sale, purchase, or gift
  • Business succession planning
As an experienced Certified Financial Planner®, Dave Davidson is
knowledgeable in the advantages and disadvantages of handling estate tax
concerns in different ways. He is able to advise individuals and families in
how estate planning and the use of living trusts and irrevocable trusts can
assist in dealing with estate taxes.
  • Create living marital trusts
  • Set up living children trusts
  • Create a charitable trust
  • Optimize gift giving to children and grandchildren
  • Various other techniques
If you need assistance with
Incorporation, LLC formation,
Contracts, Estate Planning,
Wills, Trusts, Powers of
Attorney, or Living Wills,
contact Charlotte Law Firm,
The
Davidson Law Firm, P.C. today!
Call 704-540-5154 : Business Law • Estate Planning • Personal Injury •
Workers Compensation
Call Today to Speak with a Lawyer
704-540-5154
Firm Services
Families with Elderly Parents
Many families with elderly parents avoid making the decision to have a Will
or Powers of Attorney drawn up.  This is a common mistake and can lead
to increased expenses down the line.  For instance, if an individual does not
have a power of attorney in place and becomes incompetent, the only
process is very expensive takes a considerable amount of time.  If a power
of attorney is in place then this expense and time can be avoided.
Many families ask "Do I need a Will or powers of attorney?"  or say "I
don't have enough money or assets to need a Will".  More often than not
these families need to have a Last Will and Testament and the Powers of
Attorney.  There is no income level on having peace of mind.  

Families with Minor Children
One common need is if you have small children.  If you have small children,
a Last Will and Testament can appoint a Guardian for your children.  This is
better than having a Court decide who will raise your children in the event
of your death.  Creating a
Trust may be a good idea to ensure your child
will act responsibly with any funds received from life insurance.
Do I need an Estate Plan, a  Last Will and Testament or
Powers of Attorney?
These are just a few areas where estate planning is vital to protecting your
family.  Often though, families make mistakes in their estate plan.  The Last
Will and Testament may be outdated or the beneficiaries may no longer be
correct.  It may be time to have your estate plan reviewed.
THE DAVIDSON LAW FIRM, P.C.
Charlotte, North Carolina