If you wait too long to create an estate plan, there is a good chance the Government will be calling the shots after you pass away. Without an estate plan, the North Carolina Succession Act determines how your debts are paid and who gets your money and property. If you die without naming a guardian for minor children in a Last Will and Testament, the Clerk of Superior Court will decide who is appointed guardian of your children. 

You don’t want to let the government create your estate plan. Contact Alloy Wealth for a customized, effective plan designed to help manage your affairs while you’re here and when you’re gone. We work with fee-based attorneys to ensure you have all the legal documents you need and that they are properly filed. Once your estate plan is finalized, we’ll compile the documents in a notebook with clear directions for your loved ones, so they’ll know what to do when the time comes. 

Many people put off creating an estate plan because it seems daunting but, with the right support, the process is simpler than you may think. During your first visit, we’ll ask questions about your assets, family, and wishes – then guide you through the rest. From the initial consultation, the estate planning process typically takes about a month.

As part of our process, we will review your retirement accounts, insurance policies, and beneficiary designations to help ensure that you are on track to achieving your goals, and that your loved ones will inherit with less stress. Don’t let the government create your estate plan. Contact Alloy Wealth at 800-689-3935 to schedule an appointment.