How We Work

What is a Wealth Planning Session and How it Will Benefit You?

wealth planning session

A Wealth Planning Session is just a fancy way of saying initial consultation. However, we do so much more in our wealth planning session than many other attorneys do in an initial consultation that we really didn’t think it was appropriate to call them by the same name. What Happens During a Typical Initial Consultation If you are interested in getting your estate plan put together, you can go to any number of lawyers that may offer you a “free initial consultation”. Here’s what you can expect at this meeting. First, you will notice that after you call, you will […]

About Estate Planning Lawyer James Hart

Since 2005, estate planning lawyer James Hart has been working with clients to navigate through the process of ending their marriage. And although Jim knew that the work he did was making a difference in the lives of his individual clients, he also saw how difficult the divorce process was for the families as a whole – especially when there were children involved. It took a long time to understand this (12 years!), but Jim finally realized in early 2016 that he was spending the bulk of his time breaking families apart, rather than building them up. And as a […]

North Carolina Estate Planning Do’s and Don’ts

North Carolina Estate Planning

Whether you are newly married, just had your first child, or are creeping up on your retirement, it’s a good idea to start thinking about putting together your estate plan. Creating an estate plan will help you to find peace of mind by knowing that in a moment of crisis, those closest to you would be taken care of. There are many downfalls to failing to create an estate plan, not the least of which include having your children taken into protective custody if you haven’t named a guardian, and not purchasing adequate life insurance to care for your loved […]

A True Gift for Your Family… The Legacy Conversation

legacy conversation

I’ve been very open about the fact that my mother died last January. I still remember the last “real” conversation I had with her. I was getting my tires changed and picking my car up from the shop. It was around New Years, and I let her know that I had planned to fly home in a couple of weeks to visit her with my oldest son and that I would be coming back again in February with my daughter. Aside from updating her about my travel plans, I wanted to check in because I knew that she wasn’t feeling […]

Have You Created a North Carolina Will? An Overview of What You Need to Know

North Carolina Will

I’m amazed at how many people haven’t put proper estate planning in place to protect their family in the event something tragic happens to them. The best place to start is with an overview of the North Carolina Will. Why? Because when most people think of estate planning, they think of drafting a will. Here is a quick and dirty overview of what it means to have a will drafted in North Carolina. For a more in-depth review of estate planning, you should check out this post. If you have a young family, here is another article that provides more […]

Attorney Profile

Attorney Profile

Thank you for visiting my website.  My name is Jim Hart and I am the founding attorney here at The Hart Law Firm.  I first opened my own law practice in Florida in 2005 and relocated to North Carolina in 2009.  I am licensed to practice law in both North Carolina and Florida. My estate planning and elder law practice is based in Cary, North Carolina – but I accept cases from clients throughout Wake, Durham and Orange Counties. I have intentionally limited the size of my practice so that I can provide personal attention to each and every one […]

Contact

If you have any questions about estate planning or are interested in scheduling a wealth planning session to further discuss your planning options, please feel free to enter your information below and a representative of our office will be in touch with you within 24 hours. Alternatively, you may use this link to schedule a 15 minute “quick call” with a lawyer. In addition, we can be reached at: The Hart Law Firm, P.A. 201 Shannon Oaks Circle, Suite 200 Cary, North Carolina   27511 Phone: (919) 460-5422 Fax:  (919) 439-5428