BEST RATED WINSTON SALEM, NC ESTATE PLANNING LAWYERS

3 Best Estate Planning Lawyers in Winston Salem, NC

Name: 3 Best Estate Planning Lawyers in Winston Salem, North Carolina
Rating: 4.7

Expert-recommended Top 3 Estate Planning Lawyers in Winston Salem, North Carolina. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Daniel J. Umlauf, Esq. - SALEM LAW Winston Salem Estate Planning Lawyers image 1

Best Estate Planning Lawyers in Winston Salem NC - Daniel J. Umlauf, Esq. - SALEM LAW image 2

Top Estate Planning Lawyers in Winston Salem NC - Daniel J. Umlauf, Esq. - SALEM LAW image 3

CALL

DANIEL J. UMLAUF, ESQ.

4.8 ()

SALEM LAW 1645 Westbrook Plaza Drive,
Winston Salem, NC 27103 Directions

Since 2010

Specialty:

“Daniel J. Umlauf, Esq. is the founder of Salem Law. He completed his Juris Doctor at Wake Forest University School of Law. Daniel is a member of the National Academy Of Elder Law Attorneys. His practice area focuses on planning, wills, trusts, Medicaid planning, probate, powers of attorney, Veterans Benefits, and elder law. Daniel knows how to evaluate your assets, income, and taxes to provide his clients and their families with the highest quality of life and preserve their legacy. He has the experience and knowledge to craft custom estate plans with the specific goal of avoiding probate and protecting your wealth. His mission is to provide families with high-quality estate and Medicaid planning resources. Salem Law is one of the premier estate planning and elder law firms in Winston-Salem, North Carolina. The firm is passionate about helping families effectively plan their estate and leave behind a meaningful legacy. Their experienced and reliable team is dedicated to that purpose and will create an ongoing relationship with you and your family for years to come. They are always open for honest conversation and ready at any time to give you the best possible advice and professional law experience. Whether you need asset protection or succession planning for your business or just doing a will and power of attorney documents, they are here to help. The firm offers free workshops to its clients.”

| |

Price:

Contact:

TBR® Inspection Report:

Jeff Bloomfield - CAROLINA ESTATE PLANNING Winston Salem Estate Planning Lawyers image 1

CALL

JEFF BLOOMFIELD

4.7 ()

CAROLINA ESTATE PLANNING
301 North Main Street, Suite 1301,
Winston Salem, NC 27101 Directions

Since 2017

Specialty:

“Jeff Bloomfield is the founder of Carolina Estate Planning. He received his JD from Elon University School of Law. Jeff is a member of the North Carolina Bar Association’s Estate Planning and Fiduciary Law Section, the American Bar Association’s Real Property, Trust and Estate Law Section, and Wealth Counsel. Jeff is a member of the Winston-Salem Estate Planning Counsel. He is a highly reliable and accomplished lawyer with a wealth of experience in various areas of law, mainly concentrating on tax, estate planning, and administration. His deep expertise and sincere passion for charitable planning make him a sought-after advisor for families seeking to organize their initiatives using trusts. By taking a holistic approach, Jeff assists his clients navigate the complexities of estate planning. He creates solutions that address legal requirements and reflect their unique family dynamics and values. With his excellent legal knowledge, compassion, and unwavering commitment to excellence, Jeff is an invaluable resource for individuals and families seeking to secure their financial future and leave a lasting legacy. Carolina Estate Planning is a trusted law firm that guides individuals and families through these intricate processes with personalized solutions. The firm has offices in Winston-Salem and Durham. Free handicapped parking is available. Carolina Estate Planning offers in-home consultations for clients in several areas, including Winston-Salem, Greensboro, High Point, Clemmons, Kernersville, and Lewisville. Schedule a Free 15-minute Needs Assessment Call.”

Contact:

TBR® Inspection Report:

Bailey & Thomas, P.A. Winston Salem Estate Planning Lawyers image 1

Best Estate Planning Lawyers in Winston Salem NC - Bailey & Thomas, P.A. image 2

CALL

BAILEY & THOMAS, P.A.

4.5 ()

3069 Trenwest Drive, Suite 100,
Winston Salem, NC 27103 Directions

Since 1955

Specialty:

“Bailey & Thomas, P.A. was founded by Wesley Bailey in 1955. The firm is most recognized and sought out for its work in Estate Planning & Administration, Real Estate, Business Law, and General Practice. Their lawyers hold memberships in professional and industry organizations, including The American Bar Association, the North Carolina Bar Association, and The Estate Planning Council of Winston-Salem. They are also a member of the North Carolina Association of Defense Attorneys, the North Carolina Insurance Crime Information Exchange, and the Winston-Salem Regional Association of Realtors, Inc. The lawyers and staff at Bailey & Thomas, P.A. have been helping the people of Winston-Salem and the Piedmont Triad with legal and personal matters. They listen to your requirements and concerns and develop the best plan for you, your family, and, when needed, your business. They also offer sound advice and counsel on tax planning and gifting so you can accomplish your financial and charitable objectives through calculated gifts and donations. Bailey & Thomas, P.A. team have vast knowledge and experience about charitable remainder trusts, which offer continuing periodic payments as well as immediate tax benefits. They also help with pending health insurance and Medicare claims, life insurance claims, and the decedent’s final income tax return completed by their in-house tax preparer. They are here for you with trustworthy advice and guidance.”