You may think that everything about the estate is planned. Even so, it never hurts to have an estate planning attorney in Charlotte, NC look over what you have in place, and determine if there’s anything else that needs to be done. Here are a few reasons why this is a good idea.
What you have in place was fine several years ago, but things have changed. Perhaps you are married or divorced in the interim. Maybe you now have another child that you want to ensure is included. There may be additional assets that you want to place in a trust or otherwise ensure are earmarked for specific heirs. An attorney can help you update a will and other key documents to reflect the current circumstances.
Not everyone thinks about preparing various types of powers of attorney. This is especially true if the person has a spouse. However, what would happen if there were no immediate family around? It’s a good idea to prepare a medical and legal power of attorney that ensures there is someone who can speak for you when you cannot.
There’s also the matter of anticipating future changes. An estate planning attorney in Charlotte, NC can provide you with some ideas of what other provisions might be needed, especially if you’re likely to acquire more assets or experience some other change. Those suggestions will help you think about adjustments or additions that you want to make to the estate planning over time.
Rest assured that the attorney will be happy to answer any questions that are on your mind. Together, it’s possible to ensure the estate is planned exactly the way that you want.
