Estate planning isn’t just for people with children or a lot of complicated assets; it has huge benefits for everyone. Under North Carolina law there is automatically a government- designed plan in place for your assets and family, but that default plan means the courts will decide who cares for your children and what happens to your home and other assets. Proper, current estate plan documents are the key to preventing financial loss for your family, court intrusion or disagreements. All estate plans start with a basic foundation and build from there depending on your individual needs. Step one is always the hardest part…getting started.

• Reviewing your goals and concerns • Asking questions to gain information about your individual needs • Discussing potential estate plan structures and options • Putting the estate planning foundation in place • Preparing your plan documents and reviewing them with you • Officially signing the approved estate plan to make it effective • Reviewing and updating your plan based on life changes and new laws to keep your plan current

Estate Planning is a meaningful and lasting gift that you can give to your family. Contact Ingersoll Firm and get started with your estate planning. You'll be glad you did.