Learn Important Information About Estate Planning In North Carolina
We at Carolina Family Estate Planning believe it is our duty to educate our fellow North Carolinians on how they can prepare and protect their families for life, even after they are gone.
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My Family's Journey with Alzheimer's Disease and Dementia Jackie Bedard, co-founder of The Alzheimer's Planning Center, shares her family's experience with Alzheimer's disease and dementia. -
Check Out Our June/July 2019 Newsletter: Leading from Second, Dementia Reimagined, Fun with Flags, and More! Our June/July 2019 Newsletter: Leading from Second, Dementia Reimagined, Fun with Flags, and More! -
Flag Key for Nala's Nook: June/July 2019 Welcome to the Flag Key for our June/July puzzle. We hope you enjoy it! Note: You can click to enlarge the key. -
Check Out Our May 2019 Newsletter: Announcing the Alzheimer's Planning Center at Carolina Family Estate Planning! Our May 2019 Newsletter: Announcing the Alzheimer's Planning Center at Carolina Family Estate Planning! -
Check Out Our April 2019 Newsletter: The Wisest Advisor, Choosing an Estate Planning Attorney, Book Review, and More! Our April 2019 Newsletter: The Wisest Advisor, Choosing an Estate Planning Attorney, Book Review, and More! -
Check Out Our March 2019 Newsletter: A Humbling Call To Action and Welcome New Team Members! Our March 2019 Newsletter: A Humbling Call To Action and Welcome New Team Members! -
Leverage Your Assets to Reduce Risk of Self-Funding & Relying on Market Performance to Cover Long-Term Care Expenses Long-Term Care Planning can leverage your existing assets allowing you to "self-fund" long-term care while also mitigating your risk and shielding you from poor market performance. -
Convert Existing Life Insurance Into a Long-Term Care Benefit Plan A Long-Term Care Benefit Plan converts existing life insurance into a pre-funded, irrevocable Benefit Account that pays for long-term care. -
Using a Reverse Mortgage to Pay for Long-Term Care A reverse mortgage is a loan where the home is used as collateral to get tax-free cash from the equity of the home without incurring monthly expenses. -
Qualified Longevity Annuity Contract (QLAC) as a Long-Term Care Strategy A QLAC is a deferred annuity funded from an IRA or retirement plan and is eligible for special tax rules including postponing required minimum distributions.