Ten Triggers to Prompt Your Review of
Your Trust or Will Plan
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More families are left in turmoil, with preventable problems, when outdated estate plans are left behind –
and
certainly when there are no plans in place.
No matter what, everyone should review their estate plan at least once a year. We recommend April 15
th
as an annual date to help you make sure your affairs are in order by looking over your documents. But there are certain triggers that should automatically prompt you to look at your estate plan and make sure it is still absolutely
PERFECT:
1. Marriage or Divorce;
2. New baby, adopted children, stepchildren or grandchildren;
3. Moving to another state;
4. Changing your mind about who you want to inherit from you or how much you want someone to inherit;
5. Major changes in property ownership or financial assets including inheritance you have received;
6. Changes in Estate planning laws or estate tax laws;
7. Death or disability of someone named in your Will;
8. Your children have reached the age of 18;
9. You now would like to provide for a charitable organization; and
10. Changes in health condition or a new diagnosis for you or someone you love.
At the law firm of
Thomas-Walters, PLLC
, we know that, in the future, not only will laws change, but life circumstances and individual concerns and goals may change. Make sure your estate plan is up-to-date so you don’t leave problems and turmoil behind for your loved ones.
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Celebrating Life with Shayla
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Managing Partner Stacey Walters was blessed with a beautiful angel for 10 years. Her daughter Shayla, who was born with a heart defect, unexpectedly suffered a cardiac arrest at 5 months old, leaving her severely disabled. In April 2018, Shayla unexpectedly gained her angel wings and left Stacey and her family on this earth. While Shayla forever changed their family’s life, she taught Stacey the meaning of selfless love and that we are never promised tomorrow.
Shayla’s story forms the pillar of our law practice: We are all going to leave this earth, but if we aren't prepared for the unexpected, the people we hurt the most are the ones we love the most! It is too important to have a plan in place, and everyone needs an estate plan for that unexpected time, but not just any plan- the perfect plan that easily ensures your final wishes are met while relieving the stress and burden on your family when you are gone!
At Thomas Walters Probate and Estate Planning Attorneys, we build lifetime relationships with our family of clients. We not only help ensure our clients have a current and perfect plan in place, but we give them peace of mind knowing both they and their family can always call on us a trusted advisor when the unexpected happens.
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Upcoming Estate Planning Events
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Register today! 800-769-1561
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Apex
March 21, Thursday – Peak City Grill @ 6:30 PM
126 N Salem Street
Apex, NC 27502
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Burlington
March 13, Wednesday – Cutting Board @ 6:00 PM
2699 Ramada Rd
Burlington, NC 27215
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Carrboro
March 25, Monday – Hickory Tavern @ 6:00 PM
370-110 East Main Street
Carrboro, NC 27510
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Cary
March 19, Tuesday – Lugano @ 5:30 PM
1060 Darrington Drive
Cary, NC 27513
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Chapel Hill
March 25, Monday – Egg & I @ 10:00 AM
1101 Environ Way
Chapel Hill, NC 27517
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Charlotte
March 18, Monday –
Vine American Kitchen @ 11:30 AM
13735 Conlan Circle
Charlotte, NC 28277
March 18, Monday – Vine American Kitchen @ 6:00 PM
13735 Conlan Circle
Charlotte, NC 28277
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Cornelius
March 25, Monday – Alton's Kitchen @ 11:30 AM
19918 N. Cove Road
Cornelius, NC 28031
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Durham
March 14, Thursday
– Bleu Olive @ 11:00 AM
1821 Hillandale Road
Durham, NC 27705
March 14, Thursday – Bleu Olive @ 6:00 PM
1821 Hillandale Road
Durham, NC 27705
March 20, Wednesday – Maggiano's Little Italy @ 11:00 AM
8030 Renaissance Parkway #890
Durham, NC 27713
March 20, Wednesday – Maggiano's Little Italy @ 6:00 PM
8030 Renaissance Parkway #890
Durham, NC 27713
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Greensboro
March 12, Tuesday – Southern Lights Bistro @ 11:30 AM
2415 Lawndale Drive
Greensboro, NC 27408
March 12, Tuesday – Bravo! Cucina Italiana @ 6:00 PM
3324 W Friendly Avenue
Greensboro, NC 27410
March 21, Thursday
– Undercurrent @ 6:00 PM
327 Battleground Avenue
Greensboro, NC 28401
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Huntersville
March 26, Tuesday – Red Rocks @ 11:30 AM
8712 Lindholm Drive
Huntersville, NC 28078
March 26, Tuesday – Red Rocks @ 6:00 PM
8712 Lindholm Drive
Huntersville, NC 28078
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Pinehurst
March 21, Thursday – Mid Pines @ 11:30 AM
1010 Midland Road
Southern Pines, NC 28387
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Raleigh
March 18, Monday – Nantucket Grill @ 6:30 PM
1145 Falls River Avenue
Raleigh, NC 27614
March 20, Wednesday - Coquette Brasserie @ 11 AM
4351 The Circle at North Hills Street
Raleigh, NC 27609
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"Your attorneys are very professional and knowledgeable people who have been very helpful."
-Mr. Pascucci, Cornelius, NC
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Chapel Hill
1777 Fordham Blvd.
Suite 101
Chapel Hill, NC 27514
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Charlotte- North
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ExecuBusiness Center
10130 Mallard Creek Rd.
Ste. 300
Charlotte, NC 28262
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Charlotte- South
Ballantyne Business Center
13850 Ballantyne Corporate Pl. Suite 500
Charlotte, NC 28277
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Greensboro
*
Byron Offices Suites
7-B Corporate Center Dr.
Greensboro, NC 27408
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Raleigh- Main
Access Office Business Center
8801 Fast Park Dr.
Ste. 301
Raleigh, NC 27617
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S. Raleigh Cary
4904 Waters Edge Dr.
Ste. 260
Raleigh, NC 27606
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The Pinehurst/West End
5228 NC-211 D
West End, NC 27376
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