Welcome! Pull up a chair and grab a frosty glass of lemonade. Prepare to benefit from our years of experience in researching legal briefs, journals, and case studies as we dive into the wild world of estate planning and administration!
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2018 LAW UPDATE: New Durable Power of Attorney Law in North CarolinaFinancial institutions likely will prefer power of attorney (POA) documents executed under the new North Carolina Uniform Power of Attorney Act (eff. 1/1/2018).
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Tax Reform is Here: What You Need to KnowWhile you can find detailed summaries online regarding the key income tax changes, I wrote this memo to highlight changes relating to estate planning.
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Reviewing your Estate Plan: Five Areas to ConsiderEstate and Long-Term Care Planning Attorney Jackie Bedard discusses the importance of updating your estate plan and reviewing changes from the previous year.
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The Virtual Dementia Tour: A Life-Changing ExperienceVDT is a hands-on simulation of the physical and mental challenges by those with dementia. The simulation offers individuals the ability to step into the shoes of another person and view situations from a patient or loved one's standpoint.
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CFEP recognized at Law Firm 500We are excited to announce that Carolina Family Estate Planning was recently named one of the fastest growing firms in the country by the Law Firm 500.
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Book Review: The Slight Edge by Jeff OlsonWith the advance of technology, we have come to expect immediate results and instant gratification. The Slight Edge is a reminder that there is no magic button in life; astounding results most often stem from the cultivation of small, daily habits.
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"What If My Heirs Don't Want My Heirlooms?"In a recent article in the New York Times, the author handles a question that might be a little uncomfortable for some families: what if your children or grandchildren don't want the heirlooms you've been holding onto for them?
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Making Sense of Senior Community Levels of CareWhat's difference between the levels of care senior communities provide? CFEP works with many senior communities, and we can help explain the various levels.
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Think Twice about Relying on POD & TOD DesignationsEstate Planning Attorney Jackie Bedard discusses what can go wrong using Payable on Death and Transfer on Death designations to transfer assets to your heirs.
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Going on Vacation? Get Your Ducks in a Row First!Estate Planning Attorney Jackie Bedard discusses steps you need to take with your planning to prepare for vacation travel.