What Is Estate Planning in North Carolina?

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WHAT IS ESTATE PLANNING
IN NORTH CAROLINA?
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DEATH AND TAXES
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It is often said that death and taxes are the
only certainties in life
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As true as this may be, many people make no
preparations for the inevitable
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LACK OF PREPAREDNESS
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Surveys are conducted on an ongoing basis
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They consistently reveal the fact that most
adults have not executed a last will
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These individuals have done nothing to prepare
for something that is definitely going to happen
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PLANNING YOUR ESTATE
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Estate planning is a process
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It involves the execution of legally binding
documents
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These documents direct the future transfer of
your financial assets
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A comprehensive estate plan will also account
for the possibility of incapacity late in your
life
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WHY IS IT A PROCESS?
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Estate planning is something that is ongoing
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Your original estate plan will reflect your life
situation at the time of the plan's creation
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Over the years, things inevitably change
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Your estate plan will need revisions
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PERSONALIZED ATTENTION
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When you are planning your estate you should
retain an estate planning attorney
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Your attorney will give you personalized attention
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There is no one-size-fits-all estate plan
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Your plan should be tailor-made to suit the
needs of you and your family
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INTESTACY
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If you do nothing you will die intestate
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The state will be forced to distribute your
assets using intestate succession laws
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This process can be time-consuming
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In addition, people that you love may wind up
being disinherited
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THE FIRST STEP
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If you recognize the fact that you should take
action for the well-being of your loved ones,
contact our firm to schedule a free consultation
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We will answer all of your questions and help you
create your initial estate plan
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LEARN MORE ABOUT ESTATE PLANNING IN NORTH CAROLINA
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The Potter Law Firm 15720 John J. Delaney Dr.,
Suite 300 Charlotte, NC 28277 www.potterestateplan
ning.com [phone]