Guide to Estate Planning in Raleigh
We’re Here to Help
“Who needs an estate plan?” — it’s a question we hear often when working with families in our area. The answer, quite simply, is everyone.
Without a proper plan in place, the state will decide who receives your assets and when and how they’ll receive them. The state will also decide who has the authority to make medical and financial decisions on your behalf if you become incapacitated. Finally, without a plan, your loved ones will be forced to make difficult decisions without guidance when they would be otherwise grieving.
The stakes are obviously high, and you can’t afford to be caught without a plan in place. That’s why our firm decided to make available our free “Estate Planning Basics” report.
It’s full of no-nonsense, actionable strategies and tips that you can use to take control of your legacy and your family’s future. And the best part? It’s absolutely free! Just complete the form and we’ll pass it along instantly via e-mail.
Get your free report today! Contact us online or call (919) 975-5359 to schedule a free consultation.
Here’s just some of what you’ll discover in this free guide:
- Discover Why it’s Almost Never Too Late to Plan
- The “Estate Planner’s Toolbox” – Commonly Used Tools and How They Can Benefit You and Your Family
- The Ten Most Common Estate Planning Mistakes (…and How You Can Avoid Them!)
- How a Proper Plan Can Lessen Your Tax Burden, Protect Your Home, and Provide for Future Generations
- …and Much More!
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“- C.A.
It's crucial for everyone, especially those with dependents, to have a will. Planning isn't just for the likely events, but for the unexpected ones.
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Lars is great - he walked us through the process and made sure that we understood each step. He helped create new categories in the planning process that will ensure we provide our family a detailed outline of our wishes. Highly recommend him to anyone looking to start or continue their estate planning journey.- W.S
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My wife and I found working with Lars Kissling to be a productive and enlightening experience. His knowledge of estate planning is extensive. He patiently answered our questions and showed both concern and compassion about our own situation. We recommend Oak City Estate Planning. It is truly an investment in your family's future. I think Lars' services are needed by all, especially for families with small children or those with special needs. The end result is piece of mind going forward.- B.B
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- B.K.
My husband and I were very satisfied with the professional advice from Lars. He recently assisted us in updating our estate plan. He led us through a process that provided clarity on our goals for our plan. We would highly recommend Lars Kissling to others.
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“He was a great help to me and was very patient to explain all my options, many of which I did not know I had. He also helped me find financial planners which I desperately needed.”- Mary M.
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“The process was easy and we now have a robust estate plan that covers any and all eventualities, protecting both ourselves and our beneficiaries. We highly recommend Lars at Oak City Estate Planning, having done so with friends and colleagues.”- Phil B.
Our Simple 4-Step Process
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1IntroductionAfter signing up for a vision meeting, you will watch a video that provides an overview of estate planning.
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2VisionDuring this meeting, you will meet with Mr. Kissling and discuss your case and specific planning needs.
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3DesignThe second meeting with the attorney involves sitting with Mr. Kissling and actually putting your plan together.
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4SigningIn the third and final meeting, you will review the plan, tie up any loose ends, and sign your finalized plan.