Compass Estate and Tax Planning
Wills Trusts And Probate
Why pick this one
Compass Estate and Tax Planning specializes in estate planning and is licensed in both North Carolina and California.
Best for
- families needing estate planning
- individuals looking for tax planning strategies
- clients navigating the probate process
Look elsewhere if
- budget-sensitive individuals
- simple wills without additional estate planning needs
Specialties
- estate planning
- tax planning
- probate
- asset protection
- Medicaid planning
Certifications
- Licensed in North Carolina
- Licensed in California
- Certified Tax Coach
What makes them different
- Attorney Steven Lundberg has a Masters of Law (LLM) in Taxation
- Attorney Lundberg was a former Attorney Advisor for the Social Security Administration
- The firm offers specialized services for special needs trusts
- The firm provides tailored estate planning services for unique family needs
- Stephanie K. Faris emphasizes proactive planning for peace of mind
- Serves
- Cary, Holly Springs, Wake County
Distilled from this business's own website.
Contact & Location
- Address
- 1155 Kildaire Farm Rd, Cary, NC 27511-4581
- Phone
- +19196466549
- Website
- https://compassestateandtax.com/contact/
Services
- estate planning
- tax planning
- probate services
- elder law
- business law