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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
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