Commonly Asked Estate Planning Questions

Have you thought about estate planning in Raleigh NC lately? If not, we have a few things for you to consider. These questions and answers will help you make sure you have a valid plan in place and are keeping it in a safe place. If you need additional help, reach out to our estate lawyer to ensure that you are creating the best plan for your situation. Here, you’ll find common questions asked about estate planning.

Commonly Asked Questions for Estate Planning in Raleigh NC

  • Where should I keep my estate plan? This question can be one that many don’t think about. It is something that’s important to consider. We believe its best practice to keep your original estate documents in your house in a location intimate to you. An example will be where you keep your income tax records. We strongly encourage you to not keep originals in a safe deposit box. Wherever you choose to keep your documents, it’s a good idea to let trustees or executors know where you’ll have them stored.
    Wherever you choose to keep your documents, it’s a good idea to let trustees or executors know where you’ll have them stored.
  • Should I ever consider reviewing my estate plan? Making sure you review your estate plan at least once a year can be beneficial for those who have had life changes like marriage, divorce, or purchasing real estate. There are other things that should be added, changed, or updated in your will, as well. Documenting anything that has changed is important. We hope you will consider contacting us any time something new needs to be reflected in your estate plan. Contact us to learn more about what all should be updated. When
  • How often should I review my plan? Unfortunately, many individuals don’t think about reviewing their plan. They also don’t consider making changes when they’re needed. You should review your document every 3 to 5 years even if you’ve had no changes in life. If you have a change in anything, from a new home or other beneficiaries, you should make those changes immediately.

There are many things to consider when planning your estate. We hope this information helps you better understand why working with an estate lawyer is a good idea. If you have more questions about estate planning in Raleigh NC, please contact our lawyer.

As always, please contact us with any questions or concerns you may have concerning legal issues. Also, contact our estate lawyer in Cary NC to schedule a consultation if you have yet to start estate planning. 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. In addition to estate planning in Raleigh NC, our lawyer is here to help you with all your small business needs, trademarking, copyrighting, or DWI issues. Call now.

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