• Skip to main content
  • Skip to primary sidebar

NC Planning

Providing Proactive and Invaluable Legal Planning

Schedule Consultation

Contact Us

919.900.4720

  • About Us
    • Our Mission
    • Meet Our Team
  • Business Planning
    • Business Law
      • Business Acquisition
      • Business Start-Ups
      • Succession Planning
    • Asset Protection
    • Business & Corporate Planning
    • Professional Practice Planning
    • Dental Practice Planning
    • Tax Planning
    • Contracts
    • Trademark Licensing
  • Individual Planning
    • Comprehensive Estate Planning
      • Trusts
      • Wills
      • Power of Attorney
      • Revocable Trusts
      • Estate Planning For Minor Children
    • Charitable Planning
    • Special Needs Planning
    • Personal Tax Planning
    • Probate, Trust & Estate Administration
      • Probate
      • Trust Administration
    • Elder Law
  • Resources
    • Testimonials
    • FAQs
    • Common Legal Terms
    • Videos
    • Online Forms & Questionnaires
    • Our Blog
    • Newsletter
    • Past Webinars
    • Events
    • Make a Payment
  • Contact
    • Schedule A Consultation

Baby Boomers – Do You Need to Update Your Plan?

Home » Our Blog » Baby Boomers – Do You Need to Update Your Plan?

Many of you baby boomers already have a will, trust or entire estate plan. You went to your estate planning attorney years ago when you were just starting your career, maybe had toddlers pitter pattering around the house, and were just starting to build your assets and retirement accounts. You have your will, your powers of attorney, potentially a trust, and you feel that you are good to go. But just stick with me.

Fast forward 30-40 years to today and take a look at your life. What is different about your life now? Have your relationships changed? Have family members or close friends passed away? Have you moved to another state? What is going on in your retirement accounts? Are your children now adults or have their own children? Have you increased or decreased your wealth and assets? Have you downsized?

If any of these questions ring true for you, then it is time to revisit your estate plan and make sure it is updated accordingly.  An up to date plan should carry out your wishes and be structured for tax efficiency as laws change.  Any and all concerns should be addressed sooner rather than later.

Primary Sidebar

Get Started Today!

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Connect With Us

4801 Glenwood Ave #200-10
Raleigh, NC 27612
(919) 568-3681
[email protected]
5640 Dillard Dr Ste 101
Cary, NC 27518
(919) 900‑4720
[email protected]

Copyright © 2023 NC Planning
Disclaimer Privacy Policy

  • About Us
    ▼
    • Our Mission
    • Meet Our Team
  • Business Planning
    ▼
    • Business Law
      ▼
      • Business Acquisition
      • Business Start-Ups
      • Succession Planning
    • Asset Protection
    • Business & Corporate Planning
    • Professional Practice Planning
    • Dental Practice Planning
    • Tax Planning
    • Contracts
    • Trademark Licensing
  • Individual Planning
    ▼
    • Comprehensive Estate Planning
      ▼
      • Trusts
      • Wills
      • Power of Attorney
      • Revocable Trusts
      • Estate Planning For Minor Children
    • Charitable Planning
    • Special Needs Planning
    • Personal Tax Planning
    • Probate, Trust & Estate Administration
      ▼
      • Probate
      • Trust Administration
    • Elder Law
  • Resources
    ▼
    • Testimonials
    • FAQs
    • Common Legal Terms
    • Videos
    • Online Forms & Questionnaires
    • Our Blog
    • Newsletter
    • Past Webinars
    • Events
    • Make a Payment
  • Contact
    ▼
    • Schedule A Consultation