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

Posts tagged "Estate Planning"

Consider the various tools available to you in estate planning

It is a curious dichotomy that most North Carolina residents probably know how important estate planning is, yet many people don't actually have estate planning documents in place. But, it is also somewhat understandable because, for some people, the estate planning process can seem rather daunting. Even a basic understanding of the available options may lead people to believe that there are simply too many scenarios to think about and, therefore, they exercise the "out of sight, out of mind" option.

Some North Carolina residents have complex estate planning needs

It often pays off for people to have some sort of estate plan in place. Even if they are of modest wealth, there are still some concrete steps they can take to make sure their assets are passed on to their loved ones. Moreover, younger parents who have children at home will want to use an estate plan to appoint a guardian for their children should the parents pass away.

Creating an estate plan for one's health care needs

Rocky Mount, North Carolina, residents may think of estate planning as something that pertains to what happens to a person's property after he or she dies. While this is true, another important aspect to estate planning involves planning for a time in which a person can no longer make medical decisions for herself, even if those decisions involve life or death.

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

Phone: 252-557-4582
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