Creating an estate plan is one of the most important steps you can take to protect your assets and ensure your wishes are carried out after you pass away. But how much does it cost to create an estate plan?The answer depends on several factors, including the complexity of your estate, your desired outcome (and any add-on services you might…

Thinking about what happens to your estate after you're gone isn’t always easy, but it’s necessary—especially if you don’t have immediate family to rely on. The good news? You have options. Whether it’s a trusted friend, a professional fiduciary, or even a charity, your estate can still be managed responsibly. Let’s walk through what you need to know so you can…

If you've been told that you're a beneficiary of a trust, you might be wondering, "How do I find out what was left to me?" It's a common question, and the process isn't always straightforward. At Cary Estate Planning, we understand the confusion and uncertainty that can come with being named in a trust. Our personalized approach ensures that we…

Planning your estate isn’t just about dividing assets—it’s about protecting relationships. Without clear guidance, even close families can face disagreements over what you leave behind. By taking steps now to communicate your wishes and create a solid plan, you can help prevent conflicts and ensure your legacy is one of unity and care. Let’s explore how you can bring your…

Life is unpredictable. No matter how careful we are, unexpected events can threaten the financial security we've worked so hard to build. Whether it's a lawsuit, a business setback, or unforeseen debts, these situations can put our assets at risk. At Cary Estate Planning, we often hear from clients concerned about protecting their hard-earned assets. It's a valid worry -…