The SECURE Act became law in December 2019 The SECURE…
Estate Planning Union County and Charlotte Estate Attorneys
Everyone should have a plan for when they die, and a qualified estate planning attorney from Helms Robison Lee & Bennett, PA can help you formulate an estate plan that meets your individual needs. Everyone’s situation is unique, but generally we recommend four essential documents to be drafted with your particular situation in mind:
- Will or will substitute, such as a Trust is used to determine who receives your assets upon death.
- Power of Attorney appoints a person to handle your financial affairs if you are unable or unwilling to do so yourself.
- Health Care Power of Attorney appoints a person to make medical decisions on your behalf if you are unable to make them yourself.
- Living Will or Declaration of Desire for a Natural Death allows you to make end of life choices according to your own wishes.
Helms Robison Lee & Bennett, PA can help you create, review, or revise your estate planning documents. Please contact us for a free estate planning consultation and let us help to ensure that all of your affairs are in order.
An estate administrator basically ensures that all stipulations in a will are carried out in a timely manner.
Disputes over the distribution of an estate or the handling of a trust can cause rifts in families and stress for everyone involved. If you suspect that an estate is being mishandled, or if you are being accused of improperly handling assets, it is important to hire a knowledgeable estate litigation attorney at Helms Robison Lee & Bennett, PA to protect your interests.
Are Your “Affairs in Order?” There are a few things…