Estate Planning for High-Value Assets in Wilmington, NC — Protecting What You’ve Built

You’ve worked hard to build something significant — whether it’s a growing business, a successful investment portfolio, real estate holdings, or a family legacy. But what happens if you don’t have a clear plan for how those assets are passed on?

Without the right estate planning strategies, your high-value assets could be tied up in probate, drained by taxes, or divided in ways you never intended. At Rountree Losee LLP, we help individuals and families across Wilmington, NC protect their wealth and plan for the future with clarity and confidence.

Let’s walk through how you can preserve what you’ve built — and why it matters more than ever.

Planning for Significant Wealth: What Sets High-Value Estate Planning Apart

Estate planning for high-net-worth individuals isn’t just about writing a will. It’s about creating a customized, tax-smart strategy to:

• Keep control of how your wealth is used
• Shield assets from legal and financial risk
• Make sure your heirs receive what you intend
• Reduce or eliminate estate and gift tax burdens

At Rountree Losee LLP, our Wilmington estate planning attorneys understand how to design plans that go beyond the basics — so your legacy doesn’t get lost in the shuffle.

Top Priorities When Planning for High-Value Estates

Valuing and Protecting Major Assets: From real estate along the coast to private business holdings, accurate asset valuation is key. We help you take stock of everything you own and create structures (like trusts or LLCs) that protect your wealth from creditors, lawsuits, or family disputes.

Reducing Tax Exposure: High-value estates are more likely to face estate taxes. We’ll walk you through federal tax thresholds, gifting strategies, and tools like irrevocable trusts or charitable foundations that can help minimize what goes to the IRS — and maximize what goes to your loved ones.

Planning for the Next Generation: Who will manage your business if you can’t? Who will inherit your investment accounts? Succession planning is about more than naming heirs — it’s about making sure those transitions are smooth, protected, and in line with your wishes.

Creating Flexibility for the Future: Laws change. Families change. Your estate plan should be built to adapt. We design plans that provide long-term flexibility, so your intentions can evolve without starting from scratch.

Why High-Net-Worth Clients Trust Rountree Losee LLP

Experienced in Complex Estates: We’ve worked with business owners, professionals, and families across Wilmington and coastal North Carolina. We understand the local landscape and the legal strategies that work best for high-value estates.

Tailored Plans for Unique Needs: There’s no “one-size-fits-all” when it comes to estate planning. Whether your priorities include charitable giving, asset protection, or ensuring privacy, we’ll build a plan that fits.

Local, Long-Term Guidance: We’re not just here to draft documents — we’re here to be your trusted legal partner for years to come. As your life and wealth evolve, we’re ready to help your plan grow with you.

Let’s Talk About Protecting Your Legacy

If your estate includes substantial assets, business interests, or complex holdings, now is the time to take control. Delaying estate planning can lead to missed opportunities and preventable losses.

Contact Rountree Losee LLP today to schedule a consultation with one of our Wilmington, NC estate planning lawyers. Let’s create a plan that protects what matters most — for you and for the generations to come.