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Clients who need estate planning services are a diverse group. For some clients, minimizing gift and estate taxes is of paramount importance. Making things as easy as possible for their families to administer the plan, is of utmost importance to other clients. I am committed to understanding each clients' unique goal and tailoring a specific plan to ensure their needs are met and their investments protected. My goal is to customize a plan that will help you avoid conflict, provide for your heirs, and minimize taxes in a cost-effective manner.. .

Terri Sharp is a New Bern native and a trusted estate planning advisor to families and individuals seeking to safeguard their assets and plan for the future. As a leader of the firm’s estate administration practice, she works closely with executors and administrators of estates in carrying out their legal duties as fiduciaries, including inventories, accountings, and estate tax returns. She also handles both contested and uncontested guardianships.

Stephen Taylor earned his Juris Doctor, magna cum laude, from the University of Richmond School of Law, where he served as Allen Chair Editor of the University of Richmond Law Review. He was a member of the John Marshall Inn of Court and was inducted into the Omicron Delta Kappa leadership honor society. Stephen’s primary practice areas include Elder Law, Estate Planning, Business Planning, Estate and Trust Administration, and litigation in support of these practice areas. Stephen is licensed to practice in Virginia and North Carolina.