Estate Planning Deficiencies Checklist

Estate Planning Deficiency Checklist Life happens and laws change. If it's been a few years since you obtained a will or established a trust, it may be time to update your estate plan. Both North and South Carolina have updated their probate and power of attorney laws within the last decade. Due to tax changes, older A/B trusts which were designed with a much lower estate tax exemption in mind, may cause the surviving spouse unnecessary problems. To find out if you need to update your estate plan, request a free estate plan deficiencies checklist by submitting the form below.

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Nancy Roberts
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