What Is Estate Planning in North Carolina? - PowerPoint PPT Presentation

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What Is Estate Planning in North Carolina?

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Title: What Is Estate Planning in North Carolina?


1
WHAT IS ESTATE PLANNING
IN NORTH CAROLINA?
2
DEATH AND TAXES
3
It is often said that death and taxes are the
only certainties in life
4
As true as this may be, many people make no
preparations for the inevitable
5
LACK OF PREPAREDNESS
6
Surveys are conducted on an ongoing basis
7
They consistently reveal the fact that most
adults have not executed a last will
8
These individuals have done nothing to prepare
for something that is definitely going to happen
9
PLANNING YOUR ESTATE
10
Estate planning is a process
11
It involves the execution of legally binding
documents
12
These documents direct the future transfer of
your financial assets
13
A comprehensive estate plan will also account
for the possibility of incapacity late in your
life
14
WHY IS IT A PROCESS?
15
Estate planning is something that is ongoing
16
Your original estate plan will reflect your life
situation at the time of the plan's creation
17
Over the years, things inevitably change
18
Your estate plan will need revisions
19
PERSONALIZED ATTENTION
20
When you are planning your estate you should
retain an estate planning attorney
21
Your attorney will give you personalized attention
22
There is no one-size-fits-all estate plan
23
Your plan should be tailor-made to suit the
needs of you and your family
24
INTESTACY
25
If you do nothing you will die intestate
26
The state will be forced to distribute your
assets using intestate succession laws
27
This process can be time-consuming
28
In addition, people that you love may wind up
being disinherited
29
THE FIRST STEP
30
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
31
We will answer all of your questions and help you
create your initial estate plan
32
LEARN MORE ABOUT ESTATE PLANNING IN NORTH CAROLINA
33
The Potter Law Firm 15720 John J. Delaney Dr.,
Suite 300 Charlotte, NC 28277 www.potterestateplan
ning.com (704) 944-3245
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