What makes Carolina Family Estate Planning different than other North Carolina estate planning firms?
“Wow, you guys are different!”
We get that a lot. We are different, starting with the simple fact we recognize that you're busy, your life is evolving, and when everything is said and done, you want to know you've made the best decisions for your family and your plan will work when your loved ones need it the most.
We’re different, too, because from the very beginning, our practice is based on relationships. Every one of our clients is unique and has personal goals and objectives. Before we even start to plan, our focus is entirely on learning about you, your family, your goals, concerns, and fears.
Whenever possible, we work on a flat-fee basis, because we want our clients to feel free to talk with us—really talk to us— without feeling rushed or worrying about the size of the bill.
Lastly, we’re different because we are all about education. Not degrees and class rankings, but real, applied learning about how we can best serve our clients. When we're not seeing clients, we're attending classes, reading about changes to the law, learning what other practices are doing, and reviewing new planning techniques. We're listening to estate planning podcasts, teleconferencing with other attorneys, and thinking about and researching new ways to help your family get the most out of life. It also means we're constantly investigating and employing new technology to do more for our clients.
We bring this educational and proactive approach to our clients. We use a lot of stories—in plain English—so you can see and understand the planning options that are available to you. We use real world examples when we talk about how (and why) we design a plan to protect and care for you throughout your lifetime and how it continues to protect and care for your family after you've gone.
Our Team Helps Protect You and Your Family For Life
Together we create plans that best fulfill your dreams and goals. We'll help you arrange your affairs in a way that is both personally satisfying and that meets your unique objectives—all while accomplishing substantial savings for your family in the long run.
We'll ensure that the most important details of your plan are fully carried out, so your plan continues to work throughout your lifetime.
That begins with confirming that all your assets and accounts are titled properly. Did you know that aside from not having a will, the most common problem with estates is that the assets aren’t titled correctly, causing even a well-thought-out plan to fail? That's why we have a “funding coordinator” to ensure your assets are titled correctly. We want to prevent a simple, common oversight from resulting in a long, expensive probate process.
We also have affordable maintenance and education programs to keep your plan updated year in and year out, as well as give you access to our office for additional guidance. We encourage clients to call us or email us with their questions or concerns!
We not only believe in a team approach—working collaboratively with your other professional advisors—we think it’s vital to the planning process. We work closely with your financial advisor, accountant, insurance agent, or other advisors to ensure that your entire financial plan works together and is suitable for your situation.
Finally, we believe your wealth is far more than what's in your bank account. You are the sum of your values, experiences, dreams, and interests—who you are and what's important to you. More than ever, people are expressing that the intangible assets in their life such as character, faith, morals, and life lessons are dramatically more important to them than their financial assets. We can work with you to capture your values and emotions—the very core of your identity and what matters to you—as part of your plan.
We look forward to meeting you and planning together for a secure future that helps provide a better life for you and your family.