Contact Us Get legal advice today.

Mon – Thurs 8:30am – 5:30pm
Friday 8:30am – 2:00pm

Things to Consider During Initial Estate Planning Stages, Part Two

Our lawyer in Raleigh NC is here to offer more tips for you that can help you consider many factors of estate planning during your initial planning stages!

Estate Planning Things to Consider | Lawyer Raleigh NC

  • Many people think a DIY estate plan is better than having nothing at all. However, if the document is not going to hold up legally, then it is like having nothing at all. Your estate may have to go through the probate process anyway, which means what you designated may not be carried out.
  • Most kits are generic, fill-in-the-blank forms that do not take into consideration any special circumstances you may have. The information is generic so you are not likely to find the answers you need.
  • The companies that offer DIY estate planning in Cary NC are generally not real law firms. They do not have licensed lawyers on staff. Many of them hire people they call “document assistants.” They should not be offering legal advice if they are not licensed to practice law. This can leave you with unanswered questions that only an attorney can help with.
  • Estate laws change because of new cases and legislation, especially when it comes to taxes. You probably do not stay on top of that kind of information, nor do the websites and companies who sell DIY kits. The information you receive from them may not be the most accurate.
  • You can add a power of attorney to your estate plan that will give the person you designate the power to make financial or health decisions on your behalf.  You can choose one person to handle both or two different people. If you become incapacitated or die, that person will have instructions on how to handle your affairs.

We hope these tips help you with your initial estate planning! If you need help, contact our lawyer in Raleigh NC! We are here for you!
If you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our lawyer in Raleigh NC is here to help you get your estate plan in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to estate planning. Contact our office, today, to get started.
Also, remember that our law office offers other legal services for you, as well. Whether it’s entertainment law, family law, small business law and others, we are available to help you through your legal situation. Contact us, today, to make an appointment.

No Comments Yet.

Leave a comment