Cary, North Carolina Elder Law Attorney and Legacy Law Center
Protect Everything You Have Spent a Lifetime to Build
Do You Have a Parent, Spouse or Loved One that Has Entered a Nursing Facility?
Are You Worried and Stressed Out That You Won’t Be Able to Pay for Their Care?
Sign Up for One of Our Upcoming Free Workshops!
How Can We Help You?
Free Estate Planning Resources to Get Your Started…
I Need to Protect My Family
Two-thirds of Americans don’t have a will, let alone a comprehensive estate plan. Many more have some documents, but haven’t looked at them in years. Whether you need to get started on your estate plan, or you need to update your old plan, this is a great starting place for you.
I have a Spouse, Parent or Loved One that Entered a Nursing Facility
If you have a loved one that has entered a nursing facility and you are stressed out at how you are going to pay for their care, you are not alone. The typical advice is “spend everything they have and then apply for Medicaid”. But there is a better way. You do NOT need to spend all of their money on nursing home care. Click here to learn more about your options.
I need to protect my assets.
Asset Protection goes hand in hand with estate planning. If you are concerned that your assets will not be used in the manner you intend, or that they will end up with a creditor or divorcing spouse, then you should start here to learn more about asset protection planning.
Our Estate Planning Process
The First Call
When you initially call our office, you will be greeted by our warm and friendly receptionist. Let them know that you are interested in scheduling a Wealth Planning Session and they will transfer you to Mr. Hart to have a short introductory call. If you would like to schedule a time for Mr. Hart to call you at your convenience, please click the link below.Schedule an Intro Call »
The Wealth Planning Session
The Wealth Planning Session is where we get to know you and start to learn about your hopes and dreams. We will talk to you about what would happen to your assets and your family if something tragic were to happen to you without further planning. At the end of this session, we will determine your next steps.Read More »
Designing Your Plan
At the conclusion of the Wealth Planning Session, we will work with you to pick a planning option according to what you are looking to accomplish and your budget. Then we will start the process of designing a plan that will best meet both your needs and the needs of your family. We will help you determine how to pass on your assets and pick guardians for your children.Read More »
The Signing Meeting
About 3-4 weeks after your design meeting, we will schedule a signing meeting. During this meeting, we will go over your estate plan with you, answer any questions you may have and make sure that all your documents are properly notarized and witnessed. We will also give you funding instructions, your kids emergency action plan (if you have children) and provide you with questions so that you can properly prepare for your Legacy Conversation™.Read More »
Delivering Your Plan
About 3-4 weeks after your signing meeting, we will invite you back to our office to deliver your final estate planning documents to you. During this meeting we will also conduct your initial Legacy Conversation™ and go over the funding process with you to make sure you are on track. In addition, we will go over our membership plan options with you.Read More »
Ongoing Reviews and Check-Ups for Life
Finishing your plan is just the beginning of your relationship with our office. If you choose to join one of our membership and education programs, you will meet with us at least once per year to review and update your estate plan. We will also stay in touch through weekly educational emails and monthly newsletters, as well as periodic workshops and client appreciation events.Read More »
The Latest Estate Planning News and Tips
Practical Advice You Can Put to Use Immediately
I’ve done a lot of posts on this blog talking about powers of attorney in North Carolina, what they are, why they are important, and why you need to have one. I’ve even talked about some of the pitfalls and mistakes people make with powers of attorney. I’ve had a number of clients recently that have made some mistakes when it comes to their powers of attorney. And right now I’m in the midst of filing a guardianship for one client because of a faulty power of attorney. The bottom line is that these mistakes are easily avoided with proper legal […]
Today I wanted to take a minute to talk to you about why estate planning is so important to me, and why it should be important to you too. So many people just pass off estate planning as something they need to do, but never actually get around to doing it. Frankly, this is a terrible mistake and one that is easily avoidable. Check out this video to learn more about what I mean. Here’s a full transcript of the video… Why Estate Planning is so Important to Me Hey there. Good morning, gang. This is Jim Hart here from […]
Today I did a quick Facebook Live Video to discuss something that is really ticking me off lately. Let me be clear – just because you have updated beneficiary designations does NOT mean you have a good estate plan in place! Watch the whole video for my reasons why… Full Transcript – Why Beneficiary Designations do NOT count as Estate Planning! Hey there, Jim Hart here from the Hart Law Firm and I thought I would do a quick video today outside because it’s a beautiful day here in North Carolina. It’s in the 60’s, mid 60’s degrees outside. It’s […]
If you talk to one of our clients about our estate planning services, you will find out a couple of things. First, our plans are extensive. We don’t just copy and paste your name into a pre-written package of 5 documents and call it a day. Second, you will find out that we are not the cheapest estate planning lawyer in town. But as you can see from reading below, there is a reason that we charge a premium rate – our service greatly exceeds that of other firms. What Sets Us Apart from other Estate Planning Firms? Our plans […]
For those of you that don’t know, I’m a huge Cleveland sports fan. Although I was born in the Carolinas, I was raised in Cleveland (Chagrin Falls to be exact), and have been a huge fan of the Cavs, Browns, and Indians for as long as I can remember. You could call me a glutton for punishment. Yes, the Cavs won the NBA Championship last year, but as time goes on, it is starting to feel more and more like a blip on the screen of Cleveland sports. Which brings me to the topic of today’s post – the Cavs […]
How do you know if you are part of the current sandwich generation? If you are like me, you are a member of “Generation X”, a demographic grouping of people who were born somewhere between the mid-60’s and the early 80’s. Do the math and you should be in your 30’s or 40’s right now. What is unique about this age range? For starters, it makes you part of the current “sandwich generation”. In other words, you are old enough to have young children that you must care for, but still young enough to have aging parents that may also […]
Words of Praise for The Hart Law Firm…
“Highly Recommend. I found Mr. Hart to be extremely helpful. He spent a lot of time with me, and laid out a plan that I both understood, and gave me options.”
Our Philosophy and Core Beliefs
Estate Planning is more than just a legal practice… to us it is a calling.
Why I Became an Estate Planning Attorney.
My name is Jim Hart and I’m the founding attorney here at The Hart Law Firm. I started this practice back in 2005 with the core belief that building a business is nothing more than building relationships, establishing trust, and providing true value to my clients.
As the years have gone come and gone, my practice has changed, but the reasons I started that little law practice in Central Florida 12 years ago have not. Building lasting relationships with my clients is still my primary goal, but that was just not possible with a practice that was centered exclusively on breaking families up. By adding estate planning to the practice, I am able to build a long lasting, lifetime relationship with my clients.Continue Reading →
Words of Praise for The Hart Law Firm
“Straight forward advice, genuine concern for my situation and didn’t make me feel that I’m just another paycheck. By offering me options to suit my needs and presenting methods to accomplish in my own if possible but also offering me a comfortable option if hired as my lawyer, I left our consultation feeling confident in the road ahead of me.”
“Great first impression. He listened to my situation and commented on what I was doing well and also on some areas that I could improve on. By the end of our session, I felt very comfortable and am still happy with my decision to see Mr. Hart. Hopefully, I won’t need him (or any other lawyers in the future), but if my circumstances change and I am in need of an attorney, he will be the first one I contact.”
“He treated me like a person who actually cared and not just a paying client. He was very warm and welcoming. He seemed to truly care about what I was going thru. Instead of making me feel like a paying customer.. He took a very long time to get to know me and my situation. He truly has a heart for what he does. It shows in his work and the way he treats people. I would def recommend him as an attorney.”
“I was nervous going in but once you starti talking with James, he made me feel like an old friend just having a conversation. He is knowledgeable and answer all my questions with honesty. Within the first 5 minutes I knew he was a lawyer to trust not someone who will take your money with no results.”
“I was recommended to Attorney Hart by one of his peers and had a meeting with him immediately feeling a connection of care and concern. He made no promises but did more for me in three weeks than my other attorney had done in a year. I am so fortunate that I found someone who cares about his clients and takes it personal. He literally worked on my case day and night catching up with the details. I appreciated his dedication and determination for me.”
– Anonymous Client
“A Good guy and a good attorney. Jim was very up front and informative. He will explain all options that are available to you.”
“Mr. Hart was wonderful. He walked me through everything and even told me how I could do what I needed to do cheaper using other resources. I love that he has a small practice and bases who he chooses to represent based on the clients morals and ethics. I knew I had found the right firm when I read his website. He made sure that he answered all my questions and listened intently to my story. When I emailed and cancelled my initial consultation… he wished me luck and said that he hoped I never had to contact him again. He seems like a genuinely good man, something that was a comfort to find during this difficult situation. I would highly recommend him to anyone who unfortunately finds themselves in my situation.”