Naming Alternate Beneficiaries in Your North Carolina Estate Plan


I always try to emphasize with my clients that you need to plan, plan, plan! If you are taking the time today to plan your estate, it is super important that you speak with a qualified estate planning attorney that can discuss with you the "what ifs" and how to deal with the "what ifs". One of those "what ifs" is...What if your named beneficiary dies before you? Do you have an alternate named? Not having an alternate named may very well result in a particular asset ending up with someone you never had any intention of leaving it to.

Yes, you could go back to your estate planning attorney in Charlotte to have him or her make the change if this happens. But, if you planned ahead, you would have already named the alternate in the first place and even better, you will save money on not having to pay your attorney again to make the change!

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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