Estate Planning Updates for Mid-Year

With July in full swing now, it’s time to consider a few mid-year updates for estate planning in Cary NC. If you have made any major life changes in the past few months, now is the time to make sure they are updated and reflected within your will and other estate planning documents.

Updates for Mid-Year Estate Planning in Cary NC

Here, you’ll find a list of the most common, but not limited to, aspects of your overall estate planning documents. It’s important to take a look at each, not changes and then work with your estate planning lawyer to make sure these changes are updated within your estate plan.

  • Mortgage information for all owned real property
  • Marriage certificates
  • Location information for mortgages,
  • Life insurance information and policies
  • Investment accounts
  • Health insurance information and policies
  • Employee benefit plan information
  • Divorce paperwork
  • Disability insurance information policies
  • Deeds
  • Debts owed or due
  • Credit card or charge account amounts due
  • Checking accounts
  • Buy/sell agreements
  • Business agreements for the following: corporations, partnerships, or sole proprietorships, location,
  • Birth certificate
  • Bank and/or Brokerage account information
  • Auto loans due
  • Auto insurance information and policies

No matter if you’re married, single, wealthy, a parent, it’s important for all adults to have an estate plan and the proper documents in place at the beginning of each year. If you failed to do that at the beginning of 2016 or need to update due to a situation change, please feel free to contact our lawyer for estate planning in Cary NC to get started with your plan.

For more information on mid-year estate planning in Cary NC, visit back with our blog soon. There, we will further discuss this important matter.

Call Klish and Eldreth, PLLC for Estate Planning in Cary NC

As always, feel free to contact us with any questions or concerns you may have about estate planning. Also contact our estate lawyer 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 in Cary NC, trademarking, copyrighting, or DWI issues.

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