Amita Peltz
WORLEY & PELTZ, PLLC
https://www.worleypeltz.com/
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: North Carolina
What to expect from Amita Peltz
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Amita Peltz
Amita Peltz has been practicing law in Western North Carolina for over 20 years, helping individuals and families improve their lives today and protect their futures for generations to come. She excels in helping clients untangle the confusing aspects of legal and financial decisions to create solid estate plans that protect them and their loved ones. A planner by nature having spent years helping clients in financial distress, she now focuses on keeping clients out of court and out of conflict through customized estate and business planning. Her legal expertise includes protecting families, wealth preservation, and values-based planning with detailed strategies for married or single people, partners or same sex couples, blended families or divorced individuals. She concentrates her practice on all aspects of estate planning from Wills and Trusts to curated health directives and business protection. Her goal is to help each client create a customized legacy and believes it is an act of love to do your estate planning, guaranteeing how you want to be remembered and providing protection for future generations.
Amita earned her Bachelor of Arts degree in English from the University of Tennessee in 1998 and her Juris Doctor degree from Wake Forest University School of Law in 2002. She is a member of the North Carolina State Bar, the North Carolina Bar Association, and the Buncombe County Bar. She is a past Board Member of Girls on The Run of WNC, Junior Achievement of WNC, and currently serves on the Board of Directors for Riverlink in Asheville, North Carolina. She is also an active member of the Land of the Sky Estate Planning Council.
Amita was born in New York City and raised in Johnson City, Tennessee. Asheville, North Carolina has been her home since 2002. She runs her law practice with her husband, Jason Peltz, who specializes in commercial and residential real estate. They have two daughters and enjoy spending time hiking, camping, flyfishing, and the dynamic local music scene. An avid photographer, she loves to capture the moment and enjoys travel and street photography. She also loves cooking and running and is happy to call Western North Carolina her home.
Testimonials
"We have used the services of Jason Peltz and the firm’s staff several times over the last ten years and highly recommend them. Having recently completed a rather complex business sale and commercial real estate transaction, we were again impressed with the communication and the manner in which they proactively address issues. Their knowledge and professionalism gave us confidence in their abilities to steer the transaction toward close in an efficient manner. Additionally, they are extremely nice people to deal with!" - Michael Forde and William Griffin , Four Corners Home Furnishings
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Amita Peltz
Complete the form below to reach out and schedule your 15-minute discovery call.