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EXPERIENCED. COMPASSIONATE.

Long-Term Care Planning, Asset Protection, Estate Tax Planning, Elder Law, Trusts & Wills, Probate Administration, Trust Administration, Special Needs Trusts, Spendthrift Trusts, Business Creation and Administration, Professional’s Liability Asset Protection, Nursing Home Planning.

Katherine Willett is also a certified mediator in Superior Court Mediations by the NC Dispute Resolution Commission.

Office Locations in Mooresville, NC; Concord, NC; and Winston-Salem, NC.

Licensed in North Carolina, South Carolina, and Georgia.

Attorney Katherine Willett chose to practice Elder Law and Estate Planning after witnessing firsthand the complex maze of elder law and long-term care issues that her family faced after her grandmother was diagnosed with Alzheimer’s disease.

“If I knew then what I know now, my grandmother would not have had to sell her home to pay for her long-term healthcare. I feel a responsibility to educate my community about these issues, to alert them to the possibility of preserving their home and assets while still receiving the healthcare they need. ” - Katherine Willett

Elder Law, Estate Planning, Probate Administration

Willett Legal, PLLC has offices in Concord, NC and Mooresville, NC with remote availability throughout North Carolina, South Carolina, and Georgia.

Whether you are planning ahead or facing an immediate legal need, Willett Legal, PLLC will walk with you through each step, guided by knowledge of the law, compassion, and diligence.

Willett Legal, PLLC offers a free thirty-minute phone consultation to each potential client. SCHEDULE: https://willettlegal.cliogrow.com/book.


Areas of Practice


Elder Law

 

Elder law may sound complex, but at its heart, it's all about protecting and empowering our seniors. So, what is elder law, and why might you need an elder law attorney? Let's break it down for you.

**Elder Law: Your Senior Years, Your Peace of Mind**

Elder law is a branch of law that focuses on the unique legal needs of our aging population. As we journey through life, we face a variety of challenges and changes, and our later years are no exception. Elder law is here to guide seniors and their families through the legal maze, ensuring they make informed decisions and secure their well-being.

**What Does Elder Law Cover?**

1. **Estate Planning**: This involves creating wills, trusts, and other tools to ensure your assets are distributed according to your wishes. It's all about safeguarding your legacy.

2. **Long-Term Care**: Willett Legal, PLLC can help you navigate the complex world of nursing home care, Medicaid, and other healthcare options, ensuring you receive the best care without exhausting your savings.

3. **Guardianship**: Sometimes, seniors may require guardians due to incapacity. An elder law attorney can help families establish and manage guardianships while protecting the senior's rights.

4. **End-of-Life Decisions**: We help you plan for end-of-life decisions, such as advance healthcare directives and living wills. It ensures your medical choices are honored.

5. **Social Security and Retirement Benefits**: We help you optimize your Social Security benefits and retirement plans, ensuring financial security during your golden years.

**The Pros of Seeing an Elder Law Attorney**

1. **Expertise**: Willett Legal, PLLC focuses on the unique legal needs of seniors. Our experience means we can provide tailored solutions to your specific situation.

2. **Peace of Mind**: Knowing that your finances, healthcare, and end-of-life decisions are in order provides tremendous peace of mind. It's a gift for both you and your loved ones.

3. **Maximize Benefits**: We can help you make the most of available government benefits and programs, ensuring you don't pay more than you should for long-term care.

4. **Family Harmony**: Planning for your senior years can reduce the potential for family disputes and stress during difficult times. It's a gift for your children and grandchildren.

5. **Protecting Your Legacy**: Willett Legal, PLLC can help you preserve your assets for your golden years, for your heirs, and protect against potential financial abuse.

In the journey of life, we all deserve to age with dignity and grace. Willett Legal, PLLC can be your trusted guide through this important stage, ensuring your wishes are honored, your rights are protected, and your legacy is secured. If you or a loved one is approaching their golden years, it's time to consider the wisdom of elder law.

Let us help you navigate your senior years with the confidence and care you deserve. Contact us today to learn more about how we can assist you on this important journey.


Estate Planning

 

Estate Planning: Securing Your Legacy

Estate planning is a crucial legal process that allows you to make important decisions about your assets, your family's future, and your own peace of mind. At Willett Legal, PLLC, we're here to guide you through this essential endeavor.

What is Estate Planning?

Estate planning is all about ensuring your assets are distributed according to your wishes, minimizing potential taxes and expenses, and providing for your loved ones in the way you see fit. It's not just for the wealthy; it's for anyone who wants to protect their legacy.

Key Components of Estate Planning

  1. Wills and Trusts: We'll help you create legally binding documents that outline how your assets will be distributed after your passing, ensuring your intentions are honored.

  2. Advance Healthcare Directives: These documents detail your medical wishes, guaranteeing that you receive the care you desire in case of incapacity.

  3. Power of Attorney: Designate someone you trust to make important financial and healthcare decisions on your behalf if you're unable to do so.

  4. Beneficiary Designations: Properly designate beneficiaries for your life insurance, retirement accounts, and other assets to avoid probate and expedite the distribution process.

  5. Guardianship: If you have minor children, we can help you select a guardian who will raise them according to your values.

Why Choose Willett Legal, PLLC for Estate Planning?

  1. Experience: Our firm can guide you in creating and implementing your estate planning, ensuring your wishes are legally protected.

  2. Custom Solutions: We craft estate plans tailored to your unique circumstances and goals.

  3. Tax Efficiency: We help minimize potential taxes, saving your loved ones money.

  4. Peace of Mind: Secure your legacy, making difficult times easier for your family.

  5. Avoiding Probate: Our strategies can help your assets bypass the costly and time-consuming probate process.

Whether you're planning for your future, safeguarding your family's well-being, or simply seeking peace of mind, our dedicated team at Willett Legal, PLLC is here to help. Contact us today to start securing your legacy through thoughtful and comprehensive estate planning. Your future is worth protecting.


 

“Estate Planning is one of the most important gifts you can give your loved ones.”

-Katherine Willett, Owner Willett Legal, PLLC