Estate Planning

Protecting What Matters Most — Your Family and Your Legacy

Tailored strategies to secure your legacy and assets.

An effective estate plan provides clarity, control, and peace of mind.

Carter Legal helps clients of all ages and wealth levels plan wisely, avoid unnecessary taxes, and ensure their wishes are honored.

Services include:

  • Last Will and Testament

  • Revocable and Irrevocable Trusts

  • Durable Powers of Attorney

  • Health Care Surrogate Designations

  • Living Wills and Advance Directives

  • Guardianship Planning

  • Asset Protection Strategies

  • Charitable Giving Plans