estate planning
Avoid UNNECESSARY WORK FOR YOUR FAMILY by creating the right estate plan.
You want to know that if you are unable to manage your personal or financial matters, things will still get done, and your family’s quality of life will remain intact.
You want to know that your family will always have the financial and personal support they need, especially if your spouse or child is living with a disability.
With the average cost of skilled nursing care in North Carolina being $10,500 a month, you want to know that a few years of care will not cause you to lose everything you have worked for throughout your life.
You want to know that your assets will go to your intended beneficiaries, and not get held up in a lengthy court proceeding.
Planning through all of this is called “Estate Planning.”
Most Estate Plans use a combination of the following legal documents:
Last Will and Testament
Revocable Living Trust
Durable Power of Attorney
Health Care Power of Attorney
Living Will
If you have a child, grandchild, or sibling with a disability, you should also consider creating a Special Needs Trust to make sure that what you give your loved one does not cause them to lose their government benefits.
Explore how these documents are used to address your family’s goals and needs:
