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.
- Page 5
-
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. -
Life Insurance with a Critical Illness Rider A critical illness rider on a life insurance policy may allow you to accelerate some of the death benefit to pay for certain health and long-term care costs -
Using IRAs to Fund Long-Term Care Retirement plans like 401(k)s and IRAs can be a powerful retirement-saving tool, but they can pose challenges when it comes to long-term care planning