Necessary Elder Care Documents, continued

Welcome back. We are here to talk more about elder care documents that will be included in estate planning in Cary NC. In our previous blog post, our lawyers began this discussion. Today, we will offer more information.

Elder Care and Estate Planning in Cary NC

As we mentioned in our previous blog, senior citizens may need help with elder care plans if they want to plan for what happens to them in the future. As they age, they may not be able to make decisions about health care, living arrangements, and finances. Having a plan in place can help ease the burden that the family could face. Below, you'll find other documents that should be included in estate planning in Cary NC for elder care.

Financial Documents

When outlining what happens to your assets, you will need to have access to the documents below in order to determine how your assets will be handled.

  • Bank information for savings and checking accounts
  • Tax returns
  • A list of savings bonds
  • Deeds to any property
  • Titles for cars or other vehicles
  • Account statements for IRAs or other brokerage accounts
  • Policy information for 401ks or other retirement plans
  • A list of any debts from loans or credit cards

We hope this information helps you better understand elder care and the documents you'll need within your plan. If you need help with estate planning in Cary NC, be sure to contact our lawyers. We are here to help.

Being prepared for a meeting with an elder care lawyer may make the process of establishing an estate plan easier. At Klish and Eldreth, our elder care lawyer can help you with estate planning in Cary NC. Give us a call today to make an appointment.

Klish and Eldreth | Estate Planning in Cary NC

Remember, 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 estate lawyer is here to help you get your estate planning 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 an estate plan. Contact our office.

As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

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