Lassiter & Sperati, PLLC
Schedule Your Initial Consultation 252-557-4582
Lassiter & Sperati, PLLC
Schedule Your Initial Consultation 252-557-4582

estate planning Archives

Estate planning and naming beneficiaries for a 401(k) plan

For North Carolina residents, estate planning is a vital part of being prepared and organized for the future. This is true whether it is a person who has significant assets or someone of more modest means. The goal of an estate plan is to ensure that the loved ones and other potential heirs get what the person wants them to get. However, there are important factors to remember. Those who are taking the steps to have an estate plan that covers all the bases for their needs might inadvertently forget about certain aspects. One is their 401(k) plan. Picking a beneficiary and making sure that person receives the remainder of the account requires some attention.

Know the requirements of a valid North Carolina will

Creating and executing a valid will is an important legal step for every Rocky Mount resident. This is because through a will a person may set out their intentions for the disposition of their wealth and property in the event of their death. While state intestacy laws may sort out these matters in the absence of a will most individuals prefer to make their intentions known and see their assets given to the individuals and organizations of their own choosing.

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Rocky Mount Office
120 North Franklin St.
Suite A
Rocky Mount, NC 27804

Phone: 252-557-4582
Fax: 252-972-9822
Rocky Mount Law Office Map

Rocky Mount Office
P.O. Box 4307
Rocky Mount, NC 27803

Phone: 252-557-4582
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