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?

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Free Estate Planning Resources to Get You Started…

Three p's of estate planning

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.

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avoid nursing home poverty

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.

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asset protection

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.

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More About Our Process »

Our Estate Planning Process

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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.

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wealth planning session

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.

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cary estate planning law firm

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.

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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™.

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estate planning process

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.

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estate planning reviews

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.

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The Latest Estate Planning News and Tips

Practical Advice You Can Put to Use Immediately

Asset protection for the elderly

How We Protect Everything You Spent a Lifetime to Build

Many people who call our office want their problems solved immediately. This isn’t uncommon for lawyers. Typically people call us when the level of crisis in their life has reached a point where they need help, and they need help now. And that’s why I wrote this article – to help you understand our process and the timeline you can expect for us to be able to help you. The primary aim of most of our clients is to protect their life savings because someone in their family is either already in a nursing facility, or will be entering a […]

last minute tax tips

Last Minute Tax Tips to Reduce Your 2017 Tax Bill [Updated]

We are almost to the end of 2017, and this year we may have some much bigger changes coming our way in 2018 than in a typical tax year. For that reason, you may want to pay close attention to this post. The reason we have so many changes coming is that Trump’s Tax Reform is finally upon us. There are a lot of changes coming down the pipeline in 2018 and 2019, so you may want to take some proactive measures before the end of this year to maximize your savings. Let’s start with the current state of the […]

privacy and estate planning

Privacy and Estate Planning

I’m amazed at the number of clients I have that have not truly considered the privacy implications of their estate plans. From the dawn of time, humans have been concerned about privacy. Privacy keeps us safe from predators, enemies, and even in some cases, our closest friends. But at the same time, many people forget about how important privacy is when constructing their estate plan. Will-Based vs. Trust-Based Plans There are two primary options people have when putting together an estate plan – a trust-based plan or a will-based plan. There are numerous advantages to selecting a trust-based plan, including incapacity […]

senior care communities

What are the Different Types of Senior Care Communities?

As people age, they aren’t always able to stay in the home they’ve lived in for many years. It could be that their home is too big, requires too much maintenance, or has just become too expensive to live in. Or perhaps they decide to move closer to children or other family members who can provide them with much-needed help and assistance. When we are talking to our clients about the different types of senior communities, there are four main types of communities available to our senior population. When making a decision to help a loved one move into a […]

The Importance of Planning this Holiday Season

The Importance of Planning this Holiday Season

Thanksgiving is one of my absolute favorite holidays. Between spending time with my family and friends, eating some good food, enjoying a nice glass of wine and maybe even watching some football, it really doesn’t get any better for me. Here is a quick video I did today to talk more about why I love Thanksgiving, and why the planning that we do to prepare for this holiday makes it flow so smoothly. For those of you that would rather read, here is the full transcript! Why I Love Thanksgiving… Hey everyone. Jim Hart here, and today I want to […]

Three p's of estate planning

Medicaid Crisis Planning: A Case Study

Many people falsely believe that if they or their loved one has to enter a nursing home unexpectedly (after an acute event such as a stroke, an accident, a heart attack, etc.), that they have no choice but to spend down all of their assets (typically on nursing home care) before they can qualify for Medicaid. This couldn’t be further from the truth. When something like this happens, an elder law attorney can assist with what is called “Medicaid Crisis Planning“. The goal of Medicaid crisis planning is simple, to protect as many assets as possible while at the same […]

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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.
-Elizabeth

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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.

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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.
    – Michelle

  • 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.
    – Forrest

  • 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.
    – Alexia

  • 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.
    – Carlysta

  • 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.
    – Jim

  • 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.
    – Laurel

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Phone

(919) 460-5422

Address

201 Shannon Oaks Circle, Suite 200
Cary, North Carolina 27511