In part four of this series on year end estate planning, we’ll look at other things to consider when reviewing your plans. In part one, we discussed what documents to review as well as what questions to ask yourself. It is important to make changes according to any major life events that may have occurred over the course of the Continue Reading
Year End Estate Planning Updates, Part 3
Welcome to part three of this series on year end estate planning. It’s important to review your plans every twelve months so that you can make any changes that may affect how your assets will be handled when you are gone. In the first part, our estate lawyer in Cary NC talked about what documents you should review and why. Now Continue Reading
Year End Estate Planning Updates Part 2
Welcome back. We are here to talk more about estate planning updates that should be made before the beginning of each year. If you missed our previous blog post, be sure to visit back with it, as well, before moving on. Estate Planning Updates | Attorney in Cary NC You should review the beneficiaries named in your will to ensure Continue Reading
Year End Estate Planning Updates Part 1
December isn’t just about holidays and parties; it’s also a time to review your estate plan. The past twelve months could have brought on changes that will affect the plans you have for your assets. There may have been changes in your status, changes in the law, or changes as to how you want your estate to be managed or Continue Reading