Empowering families through estate planning and probate matters
At Carolina Tax, Trusts & Estates, we understand that navigating the complex world of estate planning, probate, and business formation can be overwhelming. That's why we're committed to providing personalized attention and guidance to each of our clients. Our team of experienced attorneys and professionals is dedicated to helping you achieve your goals and ensure the protection of your assets.
Our Firm
Founded in 2019 by attorney Jesse T. Coyle, Carolina Tax, Trusts & Estates is a boutique law firm serving the people of Moore County and surrounding areas. Our team includes attorneys Jesse T. Coyle, Robert J. (Bob) Gallagher, and Alexa Parker, as well as paralegal/ bookkeeper Jenna Jannone, paralegal Rose Zwiebel, and assistant Maggie.
Our Services
At Carolina Tax, Trusts & Estates, we offer a range of services designed to help you achieve your goals. These include:
Estate Planning
Our estate planning services help you ensure that your assets are distributed according to your wishes. We'll work with you to create a customized estate plan that includes:
- Wills
- Trusts
- Powers of Attorney
- Living Wills
- Advanced Directives
Probate/Estate Administration
We understand that dealing with the probate process can be stressful and overwhelming. Our team is experienced in guiding families through the probate process, ensuring that your loved one's wishes are respected and their assets are distributed fairly.
Business Formation
When starting a new business, it's essential to have a solid foundation in place. Our business formation services include:
- Business Entity Formation
- Business Plan Development
- Tax Planning
Guardianship
Sometimes, a guardian is needed to make decisions on behalf of an individual who is unable to manage their own affairs. Our team is experienced in guiding families through the guardianship process and ensuring that the best interests of the individual are protected.
Southern Pines Taxpayer Planning and Defense
In today's complex tax environment, it's essential to have a thorough understanding of the Internal Revenue Code. Our team is experienced in helping families and businesses navigate the tax code, ensuring compliance and minimizing taxes.
Our Attorneys
- Jesse T. Coyle: Licensed attorney in both North Carolina and Illinois, Certified Financial Planner, and founder of Carolina Tax, Trusts & Estates.
- Robert J. (Bob) Gallagher: Licensed attorney in North Carolina, Virginia, and Massachusetts, with a background in tax law and probate.
- Alexa Parker: Licensed attorney in Tennessee and North Carolina, with experience in estate administration and probate.
Why Choose Us
At Carolina Tax, Trusts & Estates, we're committed to providing personalized attention, expert guidance, and a deep understanding of the laws and regulations affecting our clients. Our team is dedicated to helping you achieve your goals and ensuring the protection of your assets.
About Us
At Carolina Tax, Trusts & Estates, we believe that clear communication, attention to detail, and a deep understanding of the laws and regulations affecting our clients are essential to providing exceptional service. We're committed to staying up-to-date on the latest developments in estate planning, probate, business formation, and tax law, ensuring that our clients receive the best possible guidance.
Exceptional Services and Expertise
A reading of these reviews reveals a pattern of exceptional services and expertise provided by Bob Gallagher, Jesse Coyle, and their team. Reviewers praise their professionalism, attention to detail, and ability to explain complex legal matters in a clear and concise manner.
Personalized Attention and Care
Many reviewers emphasize the personalized attention and care they received from the attorneys, citing a willingness to listen to their needs and provide tailored solutions. Reviewers praise the team's ability to handle complex issues with ease and transparency.
Excellent Communication
Effective communication is a hallmark of these attorneys, with reviewers noting that they were kept informed throughout the process and that their questions were addressed promptly and thoroughly.
Recommendations Abound
The sheer number of five-star reviews is a testament to the outstanding reputation of these attorneys. Reviewers enthusiastically recommend their services, citing their expertise, attention to detail, and commitment to providing exceptional customer service.
