The Practical Side of Estate Planning

Your Estate Plan When You're Gone - Where the Rubber Hits the Road

Last week I had a great meeting with a client who asked all the right questions. She wanted to make sure her family would have everything necessary to wrap up her estate with a minimum of fuss. Some of the things we discussed were: who will manage her estate finances; how and when will this person be able to access assets; and what cash will be available to pay bills and when. Asking these questions early on can save your loved ones money and headaches later.  Unfortunately, many people execute a will without any thought as to how things will play out in practice when they are gone. Don’t follow the crowd. Take your estate plan to the next level. Call Nancy at 704-887-5242 to schedule a consultation about the practical side of your estate plan.



DISCLAIMER: This is an advertisement. The information offered in this post does not constitute legal advice and reading the information does not create an attorney client relationship with Nancy Roberts or the Law Office of Nancy L Roberts PLLC Firm. Before taking any action, you should always seek legal advice from an attorney you hire, who advises you based on your specific facts, circumstances, situation, and the appropriate governing law. 

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