Estate Planning & Wills
Cary, NC
Compass Estate and Tax Planning is a Cary-based law firm led by Steven Lundberg, offering comprehensive legal services in estate planning, tax planning, probate, and business law. The firm specializes in creating customized estate plans, managing trusts, handling probate matters, and providing elder law and Medicaid planning services for individuals and families in North Carolina. They help clients protect assets from taxes and creditors while ensuring a secure legacy for loved ones.
Ideal for: High-net-worth individuals and families, business owners, elderly clients planning for healthcare costs, families with special needs members, anyone needing probate or trust administration
Service area: Cary, NC and surrounding Wake County communities
Founder's Social Security & Medicaid Expertise: Steven Lundberg is a former Attorney Advisor for the Social Security Administration, bringing specialized knowledge of disability benefits, SSI, and Medicaid planning that directly supports elder law and special needs trust work.
Comprehensive Service Range: Beyond estate planning, the firm handles tax planning, probate administration, asset protection strategies, business law, and Medicaid planning — providing integrated legal solutions for complex family and financial situations.
Hands-On Approach: The firm guides clients through every step of estate planning and trust administration, simplifying complex legal processes and making overwhelming tasks straightforward and understandable.
Address: 1155 Kildaire Farm Rd Suite 204, Cary, NC 27511
Phone: (919) 646-6549
Website: compassestateandtax.com
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