Estate Planning for High Net Worth Individuals
Secure Your Wealth Through Thorough Planning
Count on Us for High Net Worth Estate Planning in the Raleigh, Durham, and Chapel Hill, NC Areas
Estate planning is especially complex for high net worth individuals who need to secure a wide range of assets. The experienced estate attorney at DSR Legal can make it simple to put together a holistic plan tailored to your unique situation. We serve high net worth clients throughout the Raleigh, Durham, and Chapel Hill, NC areas. As part of our services, we’ll collaborate with your CPA and financial advisor to provide a wide range of estate planning solutions, using strategies like trusts, family limited partnerships and charitable giving.
Call us today to learn more about our high net worth estate planning services.
Creating Strategies Tailored to Your Needs
We provide sophisticated solutions to protect wealth and facilitate a smooth transition of assets for generations to come. Our strategies are aimed toward...
Shielding assets from unnecessary tax burdens
Leveraging exemptions to their fullest extent
Fortifying estates against potential pitfalls
Speak with our attorney today to begin the high net worth estate planning process.