End of the Year Estate Planning Part 5

Welcome back! Our lawyer in Raleigh NC is here to help you learn more about end of year estate planning and how important it is to make changes to your documents before the new year starts.

Do you own a vehicle or home? If so, it might be a good idea to check and see if they’re registered with a TOD beneficiary.  If not, contact our lawyer in Raleigh NC to get started with this update and all the ones you’ve read about here, today. We can work with you to get your estate plan updated so that it reflects current property owned by you, as well as, your choices for both primary and secondary beneficiaries.

If you’ve recently purchased a new vehicle or home, it’s also important to have these things added to your estate plan, as well. You want to be sure these things are left to the person you wish to receive them. If you fail to add these items to your estate plan, with an appropriately designated beneficiary, they might end up in the wrong hands.

There are many updates that should be regularly made when it concerns an estate plan. Don’t fail to make these changes before your death. Otherwise, your wishes might not be followed, as the plan will be considered invalid due to lack of updated information.

Klish and Eldreth PLLC | Lawyer in Raleigh NC

It’s important to understand that there are many different things that could take place within a year’s time. Divorce, new born children or grandchildren, acquisition of a new business or the selling of one; all these are things that should be reflected in your estate plan. Don’t hesitate to contact our lawyer in Raleigh NC as soon as changes occur. We are happy to sit down with you and make updates, as needed. If you’re unsure of whether you need to meet with our lawyer, please feel free to contact Klish & Eldreth, PLLC with any questions you might have.

Also, feel free to contact us regarding other legal situations you might find yourself in. We offer legal help with small businesses, trademarking and copyrighting.

To learn more tips that should help you get your end of the year estate planning off to a good start,be sure to visit with other blogs in this series. Our lawyer in Raleigh NC will offer some great information there.

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