Elder Law & Estate Planning Solutions of the Piedmont

Elder Law & Estate Planning Solutions of the Piedmont Elder Law & Estate Planning Solutions is a boutique estate planning and elder law firm that puts its clients first. Brown and Jazmin G.

We can protect your legacy, guide your family and help you find practical legal solutions. At Elder Law & Estate Planning Solutions, we provide comprehensive service in all facets of estate planning, elder law and business law. Our boutique law firm aims to create a unique, client-focused experienced for every person who walks through out doors. We can assist you with issues such as:

-Estate plan

s, including wills and trusts
-Guardianships
-Elder abuse and neglect
-Business formation and planning
-Business transactions
-Contract drafting and review
-Planning for family members with special needs

Our attorneys, Marjorie J. Caldwell, have unparalleled experience, accolades and skill. In their years of experience, they have earned a reputation throughout the state as leaders in the field of elder law.

Understanding how debt is handled after death is a big part of building a strong estate plan. Debt doesn’t just disappea...
06/04/2026

Understanding how debt is handled after death is a big part of building a strong estate plan. Debt doesn’t just disappear, and certain obligations may need to be settled through probate before anything is passed on to beneficiaries.

Our team at Elder Law & Estate Planning Solutions works with families every day to clarify how these rules apply and what steps can help protect your loved ones.

Have questions about how debt could impact your estate plan? Reach out to us anytime to talk through your options. We’re here to help.

Scams can happen to anyone, and the stress that follows can feel overwhelming. Our team at Elder Law & Estate Planning S...
05/15/2026

Scams can happen to anyone, and the stress that follows can feel overwhelming. Our team at Elder Law & Estate Planning Solutions knows how important it is to act quickly to protect yourself or an aging loved one.

Here are trusted resources that can help you report fraud, recover funds, and safeguard your identity:

• FTC Fraud Reporting – Report fraud and receive personalized recovery steps: https://reportfraud.ftc.gov/
• FBI Internet Crime Complaint Center (IC3) – Report internet-based scams: https://www.ic3.gov/
• Identity Theft Recovery – Access a custom recovery plan from the U.S. government: https://www.identitytheft.gov/
• AARP Fraud Watch Network – Get guidance and support: https://www.aarp.org/money/scams-fraud/helpline/

If you believe you’ve been scammed, reporting it right away is one of the most important steps you can take. And remember—you’re not alone. Our team is always here to answer questions and support you within our areas of expertise.

With National Senior Fraud Awareness Day coming up on May 15, our team wants to help our community stay informed and pro...
05/13/2026

With National Senior Fraud Awareness Day coming up on May 15, our team wants to help our community stay informed and protected. Scams targeting older adults are on the rise, and knowing the warning signs can make all the difference.

Here are a few of the most common scams we’re seeing:

• Tech support scams where someone claims your device is compromised and asks for remote access or payment
• Government or Medicare impersonators asking for personal information or fees
• Family imposter scams where a caller pretends to be a loved one who urgently needs money
• Sweepstakes or prize scams requiring you to pay fees to claim “winnings”
• Online romance or investment scams built on emotional manipulation
• Notice of default on tolls or parking violations

Our team at Elder Law & Estate Planning Solutions is here to be a resource as you navigate an increasingly digital world. If you or a loved one ever have questions or need guidance, don’t hesitate to reach out.

As we recognize Older Americans Month, our team is reminding families how important it is to update wills and other esta...
05/12/2026

As we recognize Older Americans Month, our team is reminding families how important it is to update wills and other estate planning documents with the help of a trusted attorney.

A well‑maintained estate plan ensures your wishes are clearly reflected, your loved ones are protected, and your documents stay aligned with any life changes.

If you’re unsure whether your current plan still meets your needs, we’re here to offer guidance and support. Reach out to us anytime.

May is Older Americans Month, and our team is reflecting on how important it is to stay proactive with your estate plann...
05/06/2026

May is Older Americans Month, and our team is reflecting on how important it is to stay proactive with your estate planning. Taking a few small steps now can offer peace of mind for you and your family.

Here are a few ways to get started:

• Organize key documents so trusted family members know where to find your will, trusts, insurance policies, account information, property records, and other essentials.
• Review and inventory your assets to ensure everything is accounted for in your current estate plan.
• Consider documenting your memorial or final arrangement wishes so your loved ones aren’t left guessing later.

These steps can make an enormous difference in protecting the people you care about. If you have questions about your estate plan or need guidance, we’re here to help.

It's easy to focus only on the big items in your estate plan, but the smaller personal pieces—heirlooms, furniture, jewe...
04/30/2026

It's easy to focus only on the big items in your estate plan, but the smaller personal pieces—heirlooms, furniture, jewelry, and keepsakes—often carry the deepest meaning. Without clarity, these items can unintentionally create tension during an already emotional time.

A personal property memorandum can make all the difference. It allows you to outline exactly who should receive specific items while keeping your will flexible and easy to update.

Our team at Elder Law & Estate Planning Solutions helps families throughout North Carolina protect both their assets and their relationships. If you're reviewing your estate plan or aren't sure where to start, we're here to answer your questions and guide you forward.

Estate planning isn’t just about the future — it’s also about protecting yourself if you’re ever unable to make your own...
04/28/2026

Estate planning isn’t just about the future — it’s also about protecting yourself if you’re ever unable to make your own medical decisions.

Without up-to-date health care directives, your loved ones may face stressful delays, legal hurdles, or uncertainty about your wishes. A properly drafted health care proxy (or medical power of attorney) ensures the right person can step in and speak for you when it matters most.

Our team at Elder Law & Estate Planning Solutions can help you review or update your health care directive so it meets North Carolina’s legal requirements and reflects your current wishes.

If you’re unsure where to start, we’re here to guide you every step of the way.

Spring is the perfect time to refresh the things that matter most — including your estate plan. A thoughtful, well‑maint...
04/23/2026

Spring is the perfect time to refresh the things that matter most — including your estate plan. A thoughtful, well‑maintained plan helps protect you and the people you love through every season of life.

If you’re creating an estate plan for the first time or it’s been a while since you’ve reviewed yours, we’re here to guide you. Give our team at Elder Law & Estate Planning Solutions a call, and let’s make sure your plan grows right alongside you.

04/22/2026

Session announcement for DRNC's upcoming 2026 Disability Advocacy Conference, May 6 at the UNC Friday Center!

Hundreds of people with serious mental illness in North Carolina remain jailed for months or even years without being convicted, often found incapable to proceed and referred for involuntary commitment but left without legal representation or a court date. This session, led by presenters Luke Woolard and Mellonee Kennedy, examines how legal and mental health systems intersect to create these prolonged detentions, explains the due process and statutory issues involved, and explores proposed legislative solutions and advocacy opportunities.

Join us! https://disabilityrightsnc.org/event/2026-disability-advocacy-conference

Making someone your primary beneficiary is an important step, but it shouldn’t be the only one. If that person can’t or ...
04/21/2026

Making someone your primary beneficiary is an important step, but it shouldn’t be the only one. If that person can’t or won’t inherit and there’s no backup plan, you could be facing:

• Probate delays
• Asset distribution that doesn’t reflect your wishes
• An estate plan that can’t adapt as life changes

That’s why naming contingent beneficiaries and adding clear contingency clauses can make all the difference. These backup measures help ensure your assets stay protected and your intentions stay intact.

If you’re not sure whether your estate plan has the flexibility it needs, our team at Elder Law & Estate Planning Solutions is here to help. Reach out to us to schedule a review.

Address

845 Church Street North, Suite 207
Concord, NC
28025

Opening Hours

Monday 9am - 12pm
1pm - 6pm
Tuesday 9am - 12pm
1pm - 6pm
Wednesday 9am - 12pm
1pm - 6pm
Thursday 9am - 12pm
1pm - 6pm

Telephone

+17047959455

Website

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