Business Details
6 Years
experience
Estate Planning & Elder Law Services in North Carolina
Heritage Law provides comprehensive legal and financial solutions to families and individuals in North Carolina. Our focus areas include estate planning, elder law, Medicaid planning, probate and trust administration, and special needs trusts. We prioritize client-centered counseling, offering tailored strategies to preserve assets and navigate complex legal challenges during critical life transitions. With offices in Gastonia, Hickory, and Boone, our attorneys bring decades of combined experience in addressing the unique needs of families facing both routine and crisis situations.We specialize in creating customized estate plans, guiding clients through probate processes, and ensuring long-term care arrangements for individuals with disabilities. Our team collaborates closely with clients to address tax planning, guardianship, and eligibility for government benefits while maintaining a compassionate approach to legal representation.
Services
Estate Planning
Probate Administration
Elder Law
Medicaid Planning
Special Needs Trusts
Trust Administration
Guardianship
Veterans Benefits
Business Succession
Details
- Year established: 2020
Highlights and features
- We offer client-centered legal counseling tailored to family needs
- Our attorneys specialize in complex estate and elder law matters
- We provide compassionate guidance during crisis situations
- We serve multiple counties across Western North Carolina
- We combine legal expertise with financial planning strategies
What people say
Really good people
Willing to help
Very helpful attorney
Compassionate handling
Trustworthy team
Services
Estate Planning
We create customized estate plans including wills, trusts, and powers of attorney. Our planning ensures smooth asset transitions during disability or death while minimizing tax implications. Services address guardianship for minors, business succession, and healthcare directives.
Elder Law
Our elder law practice addresses Medicaid planning, long-term care options, and veterans benefits. We help families navigate guardianship proceedings and implement asset protection strategies for nursing home care requirements.
Special Needs Trusts
We establish supplemental needs trusts to protect government benefits for individuals with disabilities. Services include trust funding strategies, trustee selection, and coordination with healthcare planning for lifelong support.
Probate Administration
We guide executors through probate processes including asset inventory, creditor notification, and distribution of estates. Our services handle contested wills, tax filings, and trust administration according to North Carolina law.
Medicaid Planning
Our attorneys develop Medicaid eligibility strategies while preserving family assets. We address spend-down requirements, transfer penalties, and create plans for nursing home care and home-based services.
People
Jesse V. Bone, Jr.
Attorney
Jesse focuses on estate planning and elder law, helping families create customized plans for asset protection and long-term care. He emphasizes client education and practical solutions for complex legal matters.
Anna H. Winger
Attorney
Anna specializes in estate planning and probate, building personal connections with clients to understand family dynamics and create effective legal documents that reflect client intentions.
Rush A. Simmons
Attorney
Rush handles Medicaid planning and trust administration, assisting families with elder law matters and guiding executors through probate processes with compassionate legal representation.
Questions
What areas of law does Heritage Law specialize in?
We focus on estate planning, elder law, Medicaid planning, probate administration, special needs trusts, and business succession planning.
Do you offer consultations for estate planning?
Yes, we provide initial consultations to discuss your specific needs and create customized estate plans.
How can you help with Medicaid eligibility?
Our attorneys guide clients through Medicaid planning strategies to preserve assets while qualifying for benefits.
What services are available for families with special needs individuals?
We establish special needs trusts and plan for long-term care while maintaining government benefit eligibility.
Do you handle probate cases across North Carolina?
Yes, we represent clients in probate and trust administration matters throughout our service counties.
