Are you making these common estate planning mistakes that could jeopardize your legacy?
Outdated documents: Regularly review and update estate plans to reflect life changes.
❌ No plan: Create an estate plan to control the distribution of assets and appoint an executor.
Misalignment with financial plan: Ensure beneficiary designations and life insurance policies align with estate plan wishes.
⏰ Infrequent review: Set reminders to review estate plans every few years to make necessary adjustments.
Professional consultation: Consider seeking guidance from an attorney to discuss estate planning and avoid mistakes.
Our North Carolina Estate Planning and Elder Law attorneys are committed to honoring the life, work, and charity of every individual. If you have an elder law or estate planning questions, call us today at (919) 7823500.
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