Upcoming Events
Workshop Offerings
The Truth About Estate Planning
The Truth About Estate Planning for Clients with Larger Retirement Plans
7 Threats to Your Family's Security
| Upcoming Dates | Workshop Location |
| Tues., January 24th, 2:00-4:00 pm | Carolina Family Estate Planning 1143F Executive Drive Cary, NC 27511 Click here for map |
| Thurs., February. 9th, 6:30-8:30 pm | |
| Tues., February 28th, 2:00-4:00 pm |
Seating is strictly limited to 16 attendees. RSVP Required. Reserve your spot…
By Phone or Email::
Call Aimee, Client Services Coordinator, (919) 443-3035 or email aimee@carolinafep.com
You’ve worked hard for what you have. You should decide what happens to your assets now and when you’re gone. Join us for a free workshop and discover how simple it can be.
Discover how to protect yourself and your family from:
- Nursing home costs and the 3 big myths of Medicaid qualification
- Children’s indiscretions, their spouses and divorce
- Lawsuits and creditors
All while you remain in control:
- You control your assets until death
- You retain all income from your assets
- You qualify for Medicaid in the shortest time possible, if needed
- You receive favorable income and estate tax treatment
You’ll also discover:
- What probate is and why you may want to avoid it
- Why most living trusts don’t work and how to make sure your trust meets your goals
- How to make life easier for your loved ones in troubling times
Is This Workshop for You? The workshop is designed for…
- Those without a plan who don’t know where to start
- Those interested in protecting their family’s wealth from being siphoned off by creditors, divorce or taxes
- Those who have seen loved ones or friends pass away, leaving a mess and added stress and frustration to those left behind
- Someone who already has a will or trust, but has doubts as to whether it’s the best plan for their family
- Anyone that has wondered how they will pay for a nursing home for themselves or a loved one
Remember, seating is strictly limited to 16, so contact Aimee to reserve your seat today: (919)443-3035 or aimee@carolinafep.com
The Truth About Estate Planning Workshop
| Upcoming Dates | Workshop Location |
| Please contact us | Carolina Family Estate Planning 1143F Executive Drive Cary, NC 27511 Click here for map |
Seating is limited. RSVP Required. Reserve your spot…
By Phone:
Call Aimee, Client Services Coordinator, (919) 443-3035
Is This Workshop For You? The workshop is designed for…
- Those without any plan who don’t know where to start.
- Those interested in protecting their family's wealth from being siphoned off by creditors, divorce or taxes.
- Those who have seen loved ones or friends pass away, leaving a mess and added stress and frustration to those left behind.
- Families who want to hear about a proven process that will bring true peace of mind.
- Someone who already has a will or trust, but has doubts as to whether it’s the best plan for their family.
Urgent Attendance! This workshop will be especially helpful to:
- Those without a will or trust
- Those with a will or trust over three years old
- Those in a second marriage
- Business owners
- Anyone nearing retirement
- Those wondering if their parents or grandparents have planned effectively
- Professional advisors that want to learn more about our planning process*
What you will hear at the Truth About Estate Planning Workshop:
- How to transfer your financial wealth and “life wisdom” to future generations
- What to consider before meeting and selecting an estate planning attorney
- Why most living trusts do not work and how to assure your trust meets your goals
- How to leave assets to your loved ones protected against divorces and creditors
- How a second marriage puts your assets and children at risk
- How legal fees are determined and strategies to reduce your overall costs by 50%
- How to plan for “special needs” children
- Probate—what is it, why does everyone want to avoid it?
- What is the real cost of Probate?
- The hidden costs of a basic will or trust
- Why are many Powers of Attorney not accepted by financial institutions?
- What is the impact of changing estate tax laws?
- What is Trust Funding and why is it essential to the success of your living trust?
- Why you should have professional counseling on how to fund your living trust
- The Estate Planning Process—who do you meet with and how do you prepare?
- Counseling vs. Word Processing—what are you really paying for?
- How to make life easier on your loved ones in troubling times
- Do your children know what to do at the right time?
- How to store legal documents so they are accessible when needed
- How often should you update your estate plan?
- What is the true cost of an outdated estate plan?
*Professional Advisors: This workshop is eligible for 3 hours of continuing education credit for the North Carolina Department of Insurance. Want to host a private workshop for your clients? Give us a call!
The Truth About Estate Planning Workshop For Clients With Larger Retirement Plans
Upcoming Dates
No workshop dates schedule at this time. Please call Aimee at (919) 443-3035 or email her at Aimee@carolinafep.com to be notified of our next workshop.
A specially developed version of our Truth About Estate Planning Workshop designed for those with larger retirement accounts. In addition to covering the topics addressed in our standard Truth About Estate Planning Workshop, we’ll also discuss special planning considerations relating to retirement plan distribution rules.
