End of Year Estate Planning, Part Two

Welcome back. We are here to talk more about estate planning in Raleigh and things you should consider updating at the end of each year. Doing so before the beginning of a new year starts is an easy way to remember that changes should be made. It’ll also help you start out a new year on the right foot.

Things to Consider | Estate Planning Raleigh

Documents to consider revising or updating:

  • Disability plans, including power of attorney (POA), healthcare POA, and advanced directives
  • Letters of direction
  • Revocable and irrevocable trusts
  • Wills

Ask yourself the following questions at the end of each year. This should help you get an idea of what should be considered for updates:

  • Did you buy or sell real estate in another state?
  • Did you get married or divorced?
  • Have you started or sold a business?
  • Have your assets increased or decreased?
  • Was there a birth or death in the family?

To learn more, be sure to visit with our next blog post. There, you’ll find more information about estate planning in Raleigh so that you can get your documents updated and revised by the end of this year.

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 attorney is here to help you get your estate planning in Raleigh 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 attorney in Cary NC to get started estate planning, today.

Klish and Eldreth | Estate Planning Raleigh

As always, feel free to contact us with any questions or concerns you may have about estate planning. Also, contact our attorney to schedule a consultation if you have yet to start estate planning. It’s never too early to make plans for your wishes upon death. In addition, our attorney is here to help you with all your legal matters, whether it be estate planning, small business, trademarking, copyrighting, or DWI issues.

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