WHAT IS ESTATE PLANNINGIN NORTH CAROLINA?

DEATH AND TAXES

It is often said that death and taxes are the only

certainties in life

As true as this may be, many people make no

preparations for the inevitable

LACK OF PREPAREDNESS

Surveys are conducted on an ongoing basis

They consistently reveal the fact that most adults have

not executed a last will

These individuals have done nothing to prepare for

something that is definitely going to happen

PLANNING YOUR ESTATE

Estate planning is a process

It involves the execution of legally binding documents

These documents direct the future transfer of your

financial assets

A comprehensive estate plan will also account for the

possibility of incapacity late in your life

WHY IS IT A PROCESS?

Estate planning is something that is ongoing

Your original estate plan will reflect your life situation

at the time of the plan's creation

Over the years, things inevitably change

Your estate plan will need revisions

PERSONALIZED ATTENTION

When you are planning your estate you should retain an

estate planning attorney

Your attorney will give you personalized attention

There is no one-size-fits-all

estate plan

Your plan should be tailor-made to suit the needs of you and

your family

INTESTACY

If you do nothing you will die intestate

The state will be forced to distribute your assets using

intestate succession laws

This process can be time-consuming

In addition, people that you love may wind up being disinherited

THE FIRST STEP

If you recognize the fact that you should take action for

the well-being of your loved ones, contact our firm to

schedule a free consultation

We will answer all of your questions and help you

create your initial estate plan

LEARN MORE ABOUT ESTATE PLANNING IN NORTH CAROLINA

The Potter Law Firm15720 John J. Delaney Dr., Suite 300

Charlotte, NC 28277www.potterestateplanning.com

(704) 944-3245