Raleigh, NCEstate Planning

Name: Estate Planning
Brand: Strauss Attorneys PLLC
Rating: 4.9 (447 reviews)

It is common to worry about what will happen to your assets and dependents when you are gone. However, very few people take the right steps to plan their estate to protect the future of their families. Building a robust estate plan in Raleigh is an effective way to ensure a secure financial future for your family.

man sitting in chair smiling with paperwork in front of him

Personalized Estate Planning for Your Legacy

Strauss Attorneys, PLLC has been offering comprehensive estate planning services aimed at serving diverse needs and circumstances. Our team of Raleigh estate planning attorneys provides professional guidance to help our clients make proper and enforceable decisions about their legacy. We work closely with our clients to enable us to understand their estate needs and craft unique plans that fit their dreams.

What Our Clients Say

Efficient. Courteous. Professional. Thorough. Educative. Detailed.
Lee did a great job guiding us through the process.

D.H. & E.H. – Candler, NC

We found it a pleasant experience, not the ordeal we thought it would be.

N.H. & M.H. – Flat Rock, NC

Very professional. Prompt service.

D.B. & B.B. – Pisgah Forest, NC

Very professional, objective and precise, yet presented in easy to understand language.

E.M. & J. M. – Brevard, NC

I sincerely thank all of you and I feel comfortable concerning my will.

S.H. – Asheville, NC

Strauss Attorneys PLLC does a terrific job of estate administration.

B.A. – Waynesville, NC

Reinstatement of our trust since moving from CA. Brad. Alex and Kim were so welcoming and professional in every way including some very personal issues with family members. Brad...

Mark & Kathy Willard

I need help with a final accounting and I think I’ve found the right person.

Robert Todd Dorsey

Our experience with Strauss Attorneys PLLC in Hendersonville, North Carolina has been nothing short of fantastic. At our age, we were long overdue to generate a Will or Trust to...

Andy Strauss is the best. He’s smart, caring, a good listener, a clear communicator, and collaborative. Highly recommend him.

L — Asheville, NC

I needed to get a document notarized and it was a wonderful experience. The professionalism was outstanding with an extremely knowledgeable young lady.

Richard Ehlers

I was taken care of very well. James Fleming was polite and well knowledged.

L.H., Hendersonville, NC

Very friendly, informative, and thorough. All personel seem very professional.

Anonymous, Hendersonville, NC

We felt important and have had for years a good relationship with Lee Mulligan

Wiley & Betty, Hendersonville, NC

I have been particularly impressed with the thoroughness of document preparation and explanations in writing of what I should do to maximize the provisions & benefits of my ...

P.A., Hendersonville, NC

Professional assistance in a friendly atmosphere!

William & Linda, Hendersonville, NC

I was unaware of the document called a Living Trust until I attended a seminar presented by Lee Mulligan comparing the advantages of a trust with those of a traditional will. At...

Anonymous, Hendersonville, NC

Our experience was wonderful. Spoke with a language we both could understand and digest. You are a keeper.

MZ & BZ, Hendersonville, NC

Forming a trust for my family was a great experience with Mr. Henry’s professional and personal approach. I felt well informed and treated with the utmost respect. I appre...

PA, Hendersonville, NC

The experience & staff were courteous, professional, and we got what we needed.

GG & NG, Hendersonville, NC

Brad Henry was brilliant and precise. We highly recommend him.

DC & EC, Hendersonville, NC

Impeccable knowledge of NC Trusts & Wills. Difficult questions answered clearly and easily

WH, Hendersonville, NC

Great experience. Brad took time to explain everything thoroughly and was very thoughtful with looking at our entire situation. Grateful to him and the team that supports him.

Adam & Stephannie, Hendersonville, NC

Brad was very helpful in explaining the whole legal process – Brad explained the whole process in a very clear and understandable manner – Two notaries were very eff...

RL & NT, HEndersonville, NC

Our attorney, Lee Mulligan, and the staff were professional, courteous, and friendly.

D. R., Hendersonville, NC

Our experience was pleasurable, informative, emotionally satisfying, and confident that we are in good hands. Everyone is always courteous, helpful, considerate, and caring. The...

Burton and Doris, Hendersonville, NC

I have always been made to feel welcome and very well cared for by a most professional team of kind people who know their business well. Lee Mulligan in particular!

Anonymous, Hendersonville, NC

Professional, congenial, comforting. We have confidence in what you’ve done for us.

Steven & Carmon, Hendersonville, NC

We felt Brad welcomed us, educated us and made himself available for clarifications.

Sandy, Hendersonville, NC

Even though I feel intimidated by the “Big Book”, Lee was thorough in her explanations.

Nancy Pew, Hendersonville, NC

Lee explained everything in terms we could understand and the chart she drew was very helpful. We are confident our children will be well advised when settling our estate.

J.E. & B.E., Hendersonville, NC

We had a series of issues that Brad was able to incorporate into the discussion and explain the implications of each.

Cindy & Pam, Hendersonville, NC

Restatement of my trust was a stressless experience- Felt very comfortable with Brad & staff.

J.H., Hendersonville, NC

As a financial planner experienced with numerous estate planning attorneys, I was thoroughly impressed by...

E.R. Asheville, NC

Our Estate Planning Services in Raleigh, North Carolina

At Strauss Attorneys, PLLC, we offer a broad range of estate planning services to help families protect their assets and prepare for the future. The best part? We implement customized legal solutions that comply with North Carolina laws. Our key estate planning services in Raleigh, NC include the following.

Wills and Trusts

Wills and trusts are fundamental estate planning tools that help individuals determine how their assets will be distributed after their passing. We can also recommend setting up gun trusts to facilitate proper legal ownership, transfer, and use of firearms. This ensures compliance with state and federal laws while protecting heirs from potential legal issues.

Powers of Attorney

A power of attorney allows you to designate someone to handle your financial and legal matters if you become incapacitated. A general power of attorney can grant broad powers to manage financial affairs, including managing investments. If you want to assign specific powers for a particular task or period, such as signing documents on your behalf while you are abroad, we can set up a limited power of attorney.

Advance Healthcare Directives

We can also help you in making medical decisions in advance to ensure your healthcare preferences are followed. There are various legal tools that you can use to specify your wishes for end-of-life medical care, including life support and resuscitation preferences. We will help you appoint a trusted individual to make medical decisions on your behalf.

Asset Protection Planning

Asset protection planning helps safeguard your wealth from lawsuits, creditors, and excessive taxation. Some of the strategies we use include structuring businesses in a way that they can protect family assets while allowing for structured transfers to heirs. Homestead exemptions can also provide legal protection for your primary residence from certain claims under North Carolina law. Let us understand your wealth protection goals and we'll advise on the appropriate strategy to pursue.

Probate and Estate Administration

Probate is the legal process that happens after someone passes away to validate their wishes. The process can take a significant amount of time with many requirements. Our Raleigh estate planning lawyers can assist families in navigating probate and estate administration efficiently. We help executors fulfill their legal responsibilities, including asset distribution and debt resolution among other fiduciary duties.

Elder Law and Medicaid Planning

Long-term care can be costly, but with careful planning, you can achieve financial security while still qualifying for Medicaid. We can use various strategies to help seniors and veterans preserve their assets while qualifying for government healthcare services. For instance, we can use the step-down strategy to gradually reduce your assets to meet Medicaid's eligibility requirements without incurring penalties. The goal is to qualify for Medicaid coverage while preserving as much wealth as possible for heirs. We also provide legal and financial strategies to ensure individuals with disabilities receive proper care, maintain government benefits, and secure long-term financial stability. If you want to plan for your future healthcare or that of your family, contact us to learn how Raleigh, NC estate planning services help you achieve this.

Business Succession Planning

Business owners in Raleigh should plan for the future if they want a seamless transition of leadership and ownership. We can help owners craft agreements that outline the transfer of business ownership in case of retirement, disability, or death. Let us understand your transfer motives so that we can advise you on the best business succession planning strategies that reflect your interests.

Charitable Giving Strategies

Charitable giving allows individuals to leave a lasting legacy while optimizing tax benefits. For example, donor-advised funds (DAFs) allow people to contribute to a DAF, receive an immediate tax deduction, and recommend grants to charities over time. This strategy can offer flexibility in charitable giving while also reducing the taxable estate.

male client sitting and speaking to female attorney

Call an Estate Planning Attorney in Raleigh, NC Today

Proper estate planning is an important step to take for safeguarding your assets, securing your family’s financial future, and ensuring your legacy remains. At Strauss Attorneys, PLLC, we provide comprehensive, customized estate planning services to meet the unique needs of our clients. Our Raleigh, NC estate planning services will help you secure your legacy today and protect your future. Reach out to us today to schedule a consultation.

Plan with Confidence, Protect What Matters

Our Team: Certified and Award-Winning Attorneys

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Andrew A. Strauss Partner, Board-Certified Specialist

With over four decades of experience, Andy takes a comprehensive approach, guiding clients through everything from basic will preparation to complex trust structures and business succession planning.

Top-Rated Lawyer in Trust & Estates
Member of the North Carolina, Florida, and Pennsylvania State Bars

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Lee C. Mulligan Partner, Attorney at Law

With a keen eye for detail and a client-focused approach, Lee helps individuals and families safeguard their legacies, minimize tax burdens, and confidently navigate complex legal matters.

President of Summit Title Insurance in Hendersonville, NC.
Numerous non-profit board services in New Jersey and North Carolina

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Cory Howes Partner, Attorney at Law

Cory combines legal expertise with a strong financial background in tax, investments, and insurance. His practice is centered around a deep commitment to assisting families with their estate planning and administration needs.

North Carolina Bar Association
Virginia Bar Association

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Larry S. Hartley Partner, Board-Certified Specialist

A former U.S. Naval Diving and Salvage Officer, Larry brings dedication and expertise to protecting seniors and their families, with a focus on estate planning, Medicaid, and veterans benefits.

Member, North Carolina Bar Association
Member, National Academy of Elder Law Attorneys (NAELA)

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Brad Henry Partner, Attorney at Law

With over a decade of experience practicing law, Brad brings extensive expertise in estate planning, guardianships, fiduciary litigation, and probate and trust administration, as well as a dedication to helping clients protect their legacies.

AV Preeminent® rating by Martin Dale Hubbell
Florida’s Real Property and Probate Trust Law (RPPTL) Section

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Peter McGuire Partner, Attorney at Law

Leading our estate and fiduciary litigation team, Peter has practiced law in Western NC. since 2002 and specializes in trust and estate disputes, advanced planning, and business succession.

Member of the North Carolina Bar Association
Inaugural Member of the Harry C. Martin American Inn of Court

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Daire Roebuck Attorney at Law

With nearly two decades of experience, Daire guides clients through estate planning with clarity and compassion. Dedicated to giving back, she actively supports pro bono initiatives and community advocacy.

Estate Planning & Fiduciary Law Section, North Carolina Bar Association, since 2007
North Carolina Bar Admission

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James B. Fleming Attorney at Law

Inspired by witnessing seniors’ challenges, James is passionate about guiding families through estate planning and elder law. Through Wills for Heroes, he proudly provides essential estate planning services to first responders.

North Carolina Bar Admission, 2019
South Carolina Bar Admission, 2021

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Samantha Reichle Attorney at Law

With nearly two decades of experience, Samantha specializes in estate planning, trust administration, and fiduciary income tax matters. She has a unique ability to make complex estate planning discussions approachable.