Ballantyne One

15720 John J. Delaney Drive

Suite 300

Charlotte, NC 28277

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call us at: (704) 401-5280 or email us at: srizzo@srizzolaw.com

Estate Planning

No one enjoys thinking about dying. But putting off such thoughts can have serious--and, often negative--effects on your family. Without having made certain decisions prior to your death or incapacitation, the state can make them for you. Who do you want to determine how your assets are divided or who is to take care of your children? The Rizzo Law Firm, PLLC can help you put your legal affairs in order so that you are the one making the decisions and making decisions that are best for you and your loved ones. There are a variety of tools that can be prepared to ensure your wishes are met. The Rizzo Law Firm, PLLC can also assist in discussing your estate plans with your loved ones to avoid disputes or confusion.

Basic Estate Planning Wills, Revocable Living Trust

  • Pour-Over Will
  • Revocable and Irrevocable Trusts
  • Health Care Power of Attorney
  • Financial Power of Attorney
  • HIPAA Authorization Form
  • Funding work (filing deeds, assignments of property, etc. to ensure that the trust is properly funded)

Estate Administration and Trust Administration

The Rizzo Law Firm, PLLC provides a broad range of legal services related to probate and estate administration. Probate can be complicated and confusing, especially for people who have not been through the process before and who are experiencing grief at the death of a loved one.

The Rizzo Law Firm, PLLC assists clients in completing the many steps needed to administer an estate. Some of these steps include:

  • Consulting with the successor trustees or the personal representatives acting on behalf of the decedent's estate
  • Overseeing the payment of funeral costs and final expenses
  • Ensuring that all assets are collected, accounted for and properly inventoried
  • Preparation of all required income and estate tax returns
  • Liquidating assets when necessary
  • Making certain that the decedent's wishes contained within his or her will or trust document are honored

Probate Litigation

The Rizzo Law Firm, PLLC also provides legal representation for probate litigation.