TOP 30 Estate planning services nc in Davidson, North Carolina

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Taylor Legal Services is a team of qualified lawyers located at 153 Jefferson Church Road in King, North Carolina. Specializing in various legal matters including alimony, child support, divorce, estate planning, adoption, equitable distribution, and child custody, we are here to help you navigate the hard transitions of life. Life can throw unexpected challenges our way, and we understand that it is never easy. That's why we offer a personal and realistic approach to help you through whatever you are facing. Our compassionate team provides effective short and long-term planning options, offering multiple solutions tailored to your specific situation.

High Meadows Wealth Management - D.A. Davidson & Co. is a finance institution located at 370 Knollwood Street in Winston-Salem, North Carolina, United States. As financial advisors with D.A. Davidson & Co., they provide a disciplined, integrated approach to managing various aspects of financial life, including investments, cash flow, insurance, debt, and long-term financial, retirement, and estate plans. Their wealth management plan aims to align all these components for a comprehensive financial strategy. Visitors to their website can find valuable information, educational articles, and calculators to evaluate their current financial position and progress towards their goals. Securities, investment services, annuity, and insurance products are offered through D.A. Davidson & Co., member SIPC. Clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional, but must verify information with their own tax advisor, accountant, or attorney. The institution does not provide tax, accounting, or legal advice. The information on their website is not investment advice or a solicitation to buy or sell securities. Visitors can also check the background of the investment professional on the site.

R Scott Davidson III is a financial advisor at Ameriprise Financial Services, LLC located at 128 Meadowview Drive, Boone, North Carolina, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial planning areas. He is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, R Scott Davidson III is committed to helping clients achieve their financial goals and secure their financial future.

The Anderson Law Firm is a boutique firm located at 8440 Rea Road in Charlotte, North Carolina, specializing in estate-planning, probate, and trust & estate (fiduciary) litigation. With additional offices in Ballantyne, Southpark, and Davidson, we serve clients throughout North Carolina and beyond. Our expertise includes trusts & estate matters, family-owned business services, estate planning, will and trust disputes, breach of fiduciary duty claims, contested guardianship matters, estate administration and probate, small-business planning, elder exploitation interventions, and more. Our experienced team, led by Mike Anderson, is dedicated to providing compassionate, efficient, and innovative legal solutions for our clients. Whether you need assistance with estate planning, probate, or fiduciary litigation, The Anderson Law Firm is here to guide you through every step of the process with professionalism and care. Schedule an appointment at one of our convenient office locations in South Charlotte, Southpark, or Davidson to discuss your legal needs today.

Creamer Millovitsch, located at 130 Harbour Place Drive in Davidson, North Carolina, is a trusted institution specializing in estate planning services. Our team of experienced attorneys is dedicated to creating customized solutions that meet your specific needs and goals. Whether you are looking to establish a basic estate plan or implement advanced wealth transfer strategies, we are here to guide you through every step of the process. One of our strengths is our ability to explain complex estate concepts in simple terms, ensuring that you fully understand and feel confident in your estate plan. Our services include the preparation of wills, trusts, powers of attorney, and living wills. For clients with taxable estates, we offer sophisticated techniques to minimize estate, gift, and generation-skipping transfer taxes.

The Law Office of G. Lee Martin, P.A. is a reputable legal institution located at 9280 Davidson Highway in Concord, North Carolina, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney G. Lee Martin and his team are dedicated to providing top-notch legal representation and guidance to their clients. With a strong commitment to justice and client advocacy, this law office is known for their professionalism, expertise, and dedication to achieving favorable outcomes for their clients. Whether you are facing a legal dispute or seeking legal advice, The Law Office of G. Lee Martin, P.A. is the place to turn to for reliable and effective legal services.

Norwood, Armstrong & Stokes, PLLC is a reputable law firm located at 710 Northeast Drive in Davidson, North Carolina. Our team of experienced attorneys specialize in a wide range of legal services including personal injury, family law, estate planning, and business law. With a commitment to providing exceptional legal representation and personalized service, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Kathryne Townsend - State Farm Insurance Agent is a local Triad State Farm Insurance Agency located at 5066 Peters Creek Parkway in Winston-Salem, North Carolina. Specializing in providing excellent insurance experiences for families, they are licensed to serve North Carolina, South Carolina, Tennessee, Virginia, and Georgia. From car insurance to home insurance, life insurance, and small business insurance, the team at the Townsend Insurance Agency is dedicated to helping you find the coverage you need. As a proud small business owner, Kathryne Townsend has a passion for working with customers to ensure they have the tools they need to make informed choices for their insurance plan. The agency is known for their exceptional customer service and community involvement, supporting local businesses and organizations in Forsyth and Davidson County. With a focus on lifting the community, they have volunteered with various programs and organizations to make a positive impact.

DHFS Wealth Management is a premier financial institution located at 711 Peninsula Drive in Davidson, North Carolina. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, DHFS Wealth Management provides personalized solutions to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Quest is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Specializing in advisory, business succession, and M&A services, Quest is dedicated to helping business owners make informed decisions that lead to successful outcomes. Serving the Southeast region of the United States, Quest focuses on increasing business value, supporting estate and tax plans, and helping business owners achieve their liquidity goals during transitions. With expertise in industries such as Manufacturing, Construction, Technology, and Real Estate, Quest offers services including business valuations, M&A, succession planning, and management buyouts. The institution operates as an extended team to business owners, providing strategic guidance and support to align business and personal goals. Through packages such as Explore, Grow, Change, and Legacy, Quest helps business owners plan for the future, grow their businesses, navigate transitions, and secure their legacies. With a focus on collaboration and mutual success, Quest leverages partnerships to deliver innovative solutions and exceptional value to clients. Learn more about how Quest has helped clients achieve tax savings, increased revenue, and successful business sales.

CAV_OK Family Office is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Our office provides comprehensive financial services and wealth management solutions to high-net-worth families and individuals. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Pfeffer Wealth Management Group is a leading financial institution located at 130 Harbour Place Drive in Davidson, North Carolina. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Pfeffer Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to learn more about how we can help you reach your financial objectives.