Everyone owns an estate. For most people, an estate consists of probate and non-probate assets. Probate assets are those assets that are supervised by the Clerk of Superior Court upon a person's passing. For most people, the goal is to minimize probate assets in order to facilitate an easier transfer of assets to one's loved ones. We recommend that you work with an estate planning attorney to ensure that everything is organized and in place.
When you work with attorney Jamie Lisa Forbes, she will go over the process step by step. First, it's critical to create a will or a living trust. This outlines how assets will be divided when you pass on, and who will receive them.
Since each family is different, it's helpful to have an attorney create a strategic plan that works for you. North Carolina can only accept particular forms. Using a DIY estate or will template may not suffice, and you may run into trouble later on.
Now! It's important to get a head start on planning your estate. When you create a plan, it can always be altered. Normally, families create an initial strategy, and modify it later on in life due to lifestyle or asset changes.
Jamie Lisa Forbes is highly knowledgeable in the estate planning laws of North Carolina. She will work with you to create the best plan possible for you and your family. Start now, and prepare for the future.
Proudly serving the Greensboro & High Point, NC areas.