Santa’s Estate Planning Guide

Ho ho ho! Merry Christmas! As Santa Claus, I know a thing or two about planning for the future. After all, I’ve been planning for Christmas Eve for centuries. But, it’s not just toys and reindeer that require planning – your estate does too! That’s why I’ve put together this estate planning guide to help you get started.

Step 1: Make a List

The first step in estate planning is to make a list of all your assets, including real estate, investments, personal property, and any businesses you own. Once you have a comprehensive list, you can determine how you want your assets distributed after your passing.

Step 2: Choose an Executor

An executor is the person responsible for carrying out your wishes as outlined in your estate plan. It’s important to choose someone you trust and who is capable of handling the responsibilities of being an executor. Consider choosing a family member or close friend, or even a professional executor if needed.

Step 3: Plan for Your Family’s Future

Your family is likely the most important thing in your life. It’s essential to ensure they’re taken care of after you’re gone. Consider setting up trusts for any minor children or grandchildren, and be sure to outline how you want your assets to be distributed to your family.

Step 4: Plan for Your Business’s Future

If you own a business, it’s important to have a plan in place for what happens to it after your passing. This could mean transferring ownership to a family member or selling the business outright. Be sure to consult with legal and financial professionals to help you make the best decision for your business.

Step 5: Review and Update Regularly

Life is full of surprises, which is why it’s important to review and update your estate plan regularly. This could mean updating beneficiaries, adding new assets to your plan, or making changes to your will.

Greg McIntyre
Estate Planning & Elder Law Attorney

 

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Greg McIntyre, JD, MBA

Meet Greg McIntyre

Greg McIntyre, founder of McIntyre Elder Law, is more than just an attorney. As a Navy Veteran, father to six kids, and a loving husband, he values family deeply. This drives his commitment to helping clients safeguard their futures and pass down legacies.

Greg has a passion to help people. Beyond just legal advice, he loves having conversations and strives to build a long-term relationship with every clients that comes through his door.

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Act now to secure your legacy and protect your loved ones.

At McIntyre Elder Law, we’re dedicated to assisting North Carolina families, seniors, and their loved ones as they plan for the future.

Whether you need to prepare for future long-term care, access Medicaid or nursing home benefits, or need help settling a loved one’s estate, we’re here to support you.

Contact us for a complimentary consultation to take the first steps towards safeguarding your lifestyle, your legacy, and your family’s wellbeing.

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