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In many cases, the community members we serve in Charlotte and Indian Trail, North Carolina, are new to estate planning. They do not know where to begin or how to get started.
Unfortunately, confusion about estate planning usually results in two mistakes. Ignoring the need to create a plan or making a simple will and calling it finished.
A well-drafted will can strengthen an estate plan, but most people consider additional documents to ensure they have the best overall protection. The tools discussed below protect your assets, your heirs and your health. They also build a strong foundation upon which to add more when necessary. Key items include:
As you begin feeling comfortable about estate planning, you may eventually want to add trusts or other tools to your plan. Learning more can help you decide which documents will best meet your and your family’s needs.