I hope this email finds you well. As we enter the month of August, I wanted to reach out and keep you informed about the latest developments in estate planning. Our periodic newsletter is designed to provide you with valuable insights, updates, and expert tips to ensure your estate plan remains up-to-date and aligned with your goals. By joining our mailing list, you'll have direct access to essential information and never miss a beat when it comes to your estate planning needs. We're committed to helping you make informed decisions for a secure future, and we're excited to share our August edition with you!

Welcome to National Make a Will Month! This month-long initiative serves as a timely reminder of the importance of creating a last will and testament. Preparing a will is a crucial step in safeguarding your assets, ensuring your loved ones are taken care of, and preserving your legacy. Yet, astonishingly, around 70% of the population still neglects this essential legal document. In this blog post, we will explore the significance of National Make a Will Month, the benefits of having a will, and the steps you can take to create one.

As we navigate through life, there may come a time when we have to relocate to a different state.

Each state has its own laws and requirements regarding wills and trusts, and what is valid in one state may not be valid in another. This blog post emphasizes the importance of reviewing and updating legal documents when moving states.

Should the Trustee of My Trust Be Different During My Incapacity Than at My Death?

Choosing a trustee is vital when creating a trust. If you establish a revocable living trust during your lifetime, you can be the trustee, retaining control over the trust's assets. But, what if you face health issues or incapacity? Considering longer life expectancies and potential dementia, it's crucial to name a successor trustee to manage the trust on your behalf if needed.

Asheville

77 Central Ave, Ste F

Asheville, NC 28801

(828) 258-0994

Hendersonville

104 N. Washington St

Hendersonville, NC 28739

(828) 696-1811

Raleigh

2626 Glenwood Ave Ste 310

Raleigh, NC 27608

(919) 825-0932

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney client relationship.