Why Lawyers vs. the Internet – a Baker’s Dozen : North Carolina Estate Planning Blog
a lawyer can:
- Listen to your goals and desires and incorporate them into your plan.
- Offer advice, not just words on paper.
- Help with referrals to other trusted professionals.
- Make sure that the documents are properly executed.
- Make sure that any trusts are properly funded.
- Make sure that beneficiary designations are properly completed.
- Makes sure that accounts and real estate are properly titled.
- Help with managing assets of incapacitated family members.
- Help with probate and trust administration.
- Help with income, gift and estate tax matters.
- Help ensure governmental benefits for disabled or incapacitated family members.
- Serve as an advocate in dealing with financial institution and governmental bodies.
- Care about you and your family!
Why Lawyers vs. the Internet – a Baker’s Dozen : North Carolina Estate Planning Blog
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