Estate Planning and Administration

Robert S. Thompson, P.A. works closely with clients in considering and implementing life-long estate planning goals from conserving and transferring family wealth to minimizing tax obligations.

Estate Planning techniques vary as the laws change.  Bob closely monitors these changes and tailors the clients’ estate plans to fit their individual needs.  Our firm provides planning to assure that the client’s wishes are followed during their lifetimes and beyond.  We want to provide our clients with the assurance that we are there for them and their loved ones during a crisis and will follow the client’s wishes so that they and their loved ones are protected.

Robert S. Thompson, P.A. also provides legal representation in the administration of decedents’ estates, handling all of the debt payments and asset distributions, preparation of estate, income tax returns and K-1s, and advises fiduciaries as to their fiduciary duties and responsibilities.

Preserving your family’s wealth for future generations
Whether you are planning the parameters of your future medical care or establishing support for loved ones upon your death, the office of Robert S. Thompson, P.A. can help with all aspects of estate planning, including:

  • Estate and Tax planning
  • Estate Tax Issues
  • Qualified Plan and IRA decisions
  • Beneficiary Designations
  • Gifting
  • Powers of Attorney and Advance Directives
  • Living Wills
  • Revocable Trusts
  • Wills and Disposition of Property
  • Elder law
  • Post Death Family Considerations
  • Medicaid Planning

Securing your legacy
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. We thoroughly analyze your estate goals and determine the best means of transferring your assets, minimizing taxes, avoiding family disputes and providing support for surviving spouses.  Each family situation is different and requires drafting their documents depending on the family situation, assets and matters which are of prime concern to the client.

Changing your Estate Planning Documents
As your life changes, so might your estate plan.  Bob Thompson will advise on your changing situation and update your estate planning documents to address changes in your financial situation, marital status, family, and future lifestyle decisions.

Contact the office of Robert S. Thompson, P.A. today
For quality legal services in our areas of practice throughout Moore County, call us at 910-692-2244 to schedule an appointment.