Wills and Trusts

Wills and Estate Trusts For all of us

When you are facing a major life crisis is not the best time to realize that you don’t know who will get your money, your estate, your precious coin collection … or who will take care of your special needs child … or where you will live.  What do you do?  Call us to plan, whether you are just thinking or if you need immediate help.

  • Is your will and estate plan up to date?
    • Did you consider new children, divorces, special needs in your family?
    • Do you need or desire a trust for your children or parents be established?
    • And, if you have a larger estate we can discuss methods to preserve wealth and to carefully transition your legacy to future generations.
  • Do you need help probating your estate?
    • We can help you get your estate in order and reduce the costs and delays of probate.
    • Do you anticipate, are are you currently in Will contests, appointment of administrators, or guardianship’s?

Schedule a short meeting to talk about your concerns

Do you need a trust?

Take our short quiz to see what kind of a trust you might need, based on VERY simple qualifications.  This is not a legal recommendation, but an example of options for educational purposes.

Young Family?

It is just as important to have a will when you are young as any other time.  It is especially necessary when you have children to think about.  Who will be their guardians?  How can you fashion a way to gradually release funds to your teens?  We can help you with these questions and more.

In addition, we understand that young families might not have as much disposable income as others who are more established.  Call us today if you are married with young children (birth to elementary age) and few assets (under $30,000, not counting your house).  We have a special offer just for you (but you have to come in to get it)!

Same-sex couple?

With the Supreme Court Defense of Marriage Act ruling in 2013 allowing same sex couples to marry, the need for estate planning documents for same sex couples has never been greater.  Now, the 2014 Fourth Circuit decisions give North Carolina residents the right to marry.
We can provide newly married North Carolina couples the same counseling and planning we do for all our clients.  Come in today to understand how to protect your new spouse and to create the proper documents that support your new marriage.

Call me today for peace of mind …

Long Term Planning

You have saved for retirement and now you want to protect your wealth from the costs of health care… When you look at the costs of care, it can be frightening! What can you do?

  • Are you planning for long term care?
  • Do you want to protect your hard-earned savings?
  • Do you want to make sure your estate goes where you want?
  • Would you like to plan charitable gifting that provides an income now, during your retirement?
  • Have you considered how to exit your small business and keep what you have earned?

Call me today to talk about options you might have…

Supplemental Needs Trusts

One of the biggest concerns for parents of a special needs child is how to provide for their child after both parents have died.  Government benefits such as SSI and Medicaid are very important but are often not adequate to meet all of the needs of the disabled individual, especially when the parents or caregiver are no longer able to provide the primary care giving.

At Doug Koenig Law, we assist families of disabled individuals to include a special needs trust in their estate plan.  We carefully build a trust to meet your specific and unique concerns and will counsel you and the nominated trustee on how the trust should be administered to protect your disabled family member and to ensure that your goals are met.

Call me today to talk about options you might have…

Christian Care

When you are looking for legal help … do you want distinctively Christian care?

  • Do you want to talk about what is best for everyone, as opposed to mere vengeance?
  • Do you prefer to work out the dispute with Biblical precedents while keeping your legal options?
  • Do you want to preserve your relationships?

Call me today to get your life back in control …

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