Our Estate Planning, Elder Law, & Asset Protection Office in Cary, North Carolina

Work With Our Dedicated Legal Team to Safeguard Your Assets, Protect Your Loved Ones, and Prepare for the Future

With the comforting southern charm of Cary, North Carolina, nestled between the breathtaking beauty of the Blue Ridge Mountains and the sun-kissed coastline of the Atlantic, comes an inevitable sense of life's delicate nature. As Cary’s dedicated estate administration and estate planning attorneys, we understand the profound emotions surrounding the need for clear, thoughtful planning for the future of your estate.

You and your loved ones deserve a first-class experience. We understand that the services we provide help you and your family during some of your most vulnerable and stressful life events and we don’t take that for granted. Carolina Family Estate Planning helps people build better lives for themselves and their loved ones by planning for a secure future via wills, trusts, and asset protection planning tools.

Services We Offer in Cary, North Carolina

We can help you find the right solution for your family’s unique situation and goals so you can have true peace of mind knowing that you and your family are protected.

• Wills, Living Trusts, and Estate Planning
• Powers of Attorney and Health Care Directives
• Long-Term Care Planning
• Alzheimer’s & Dementia Planning
• Asset Protection for You & Your Family
• Business Planning & Business Succession
• Probate & Estate Administration
• Trust Administration
• Medicaid & Nursing Home Planning
• Special Needs Planning

Wills, Living Trusts, and Estate Planning

Whether you are looking to create a simple will or develop a more complex and detailed living trust, the goal is to ensure that your assets are protected and your desires are clearly communicated. A well-drafted will not only designates who will receive your assets but can also specify your wishes regarding the care of any minor children. A living trust, on the other hand, helps streamline the transfer of assets by avoiding the often lengthy and expensive probate process, offering greater privacy and potentially quicker distribution to your beneficiaries. By taking a thorough approach to estate planning, you can safeguard your legacy and provide peace of mind for both you and your loved ones.

Powers of Attorney and Health Care Directives

Legal documents such as Powers of Attorney and Health Care Directives ensure that your wishes are clearly communicated and respected, even if you cannot articulate them yourself. A Power of Attorney grants a trusted individual the authority to make financial and legal decisions on your behalf, while a Health Care Directive outlines your preferences for medical treatment and care. By preparing these documents, you protect your interests and alleviate the burden on your loved ones, ensuring that your preferences are honored and providing peace of mind for all involved.

Long-Term Care Planning

Our personalized financial strategies include options such as long-term care insurance and asset protection trusts, aiming to shield your wealth from the high costs of long-term care. We also focus on securing the best possible care through in-home providers, assisted living facilities, or nursing homes that meet your needs and preferences. By planning ahead with us, you can confidently enjoy peace of mind knowing your future care is well-protected. 

Alzheimer’s & Dementia Planning

We offer specialized planning services to protect the rights and interests of those diagnosed with dementia or cognitive impairment, providing compassionate, personalized support tailored to each client's needs. Our services include legal assistance, such as drafting power of attorney documents and establishing guardianships, financial planning to manage long-term care costs, and guidance on healthcare options and care management. Our holistic approach aims to alleviate burdens and ensure dignity and respect for individuals with these conditions and support for their families throughout this difficult journey.

Asset Protection for You & Your Family

Our Asset Protection Services in Cary help shield your hard-earned wealth from potential future creditors, lawsuits, and other financial risks. We work closely with you to secure your family's financial future. Our team of experienced attorneys and financial advisors utilizes a range of sophisticated legal strategies and tools to safeguard your assets. Whether you're a business owner, professional, or high-net-worth individual, we tailor our approach to meet your unique needs and provide peace of mind in an increasingly litigious world.

Business Planning & Business Succession

Successful business planning and succession is crucial to any enterprise's longevity. We help create strategies for effective leadership transition and protect the business you've worked hard to build. Our comprehensive approach addresses key aspects such as ownership transfer, management development, and tax implications to ensure a smooth transition. We work closely with you to identify and groom potential successors, implement governance structures, and develop contingency plans to safeguard your business legacy for generations to come.

Probate & Estate Administration

The probate and estate administration process can be complex and time-consuming. We offer skilled guidance to executors and administrators, helping them fulfill their duties while mitigating potential legal complications. Our experienced attorneys assist with asset inventory, debt settlement, and distribution of assets to beneficiaries. We also provide support in handling any disputes that may arise, ensuring a smooth and efficient administration process that honors the deceased's wishes and protects the interests of all parties involved.

Trust Administration

Our team provides efficient trust administration services, ensuring the accurate and timely distribution of assets in accordance with the trustor's wishes. We guide trustees through their fiduciary responsibilities, including managing trust assets, maintaining accurate records, and communicating with beneficiaries. Our comprehensive approach also covers tax compliance, investment management oversight, and resolution of any conflicts that may arise during the administration process.

Medicaid & Nursing Home Planning

Medicaid and nursing home costs can rapidly deplete a family's resources. We provide effective planning strategies that can help you qualify for benefits without sacrificing your family's financial security. Our experienced attorneys can explain Medicaid eligibility rules, helping you structure your assets to maximize protection while ensuring compliance with all legal requirements. We also assist with long-term care planning, exploring options such as long-term care insurance and irrevocable trusts to safeguard your assets and provide for your future care needs.

Special Needs Planning

If you have a loved one with special needs, our focused planning services ensure they have the financial resources necessary to live a fulfilling life without jeopardizing their eligibility for critical government benefits. We specialize in creating tailored Special Needs Trusts that provide supplemental support while preserving access to programs like Medicaid and Supplemental Security Income (SSI). Our comprehensive approach also includes guidance on guardianship options, care planning, and coordination with other professionals to address all aspects of your loved one's long-term well-being and quality of life.

Areas We Serve in the Old North State

We serve all areas of Wake County and the surrounding counties including:

Directions to Our Cary, NC Office

We have free parking, including handicapped-accessible parking, available right outside of our first-floor office. If you need assistance upon your arrival, please call us, and a member of our team will be happy to come out and assist you.

Directions From the North (Durham)

• Take I-40 East to Exit 291 for Cary Towne Blvd
• After .8 miles on Cary Towne Blvd, turn left onto SE Maynard Rd
• After 1.6 miles, turn right onto Kildaire Farm Rd.
• After .3 miles, turn right on Commonwealth Ct.

Directions From the East (Raleigh)

• Take I-40 West to Exit 99 for US-1 S
• Follow signs for US-1 S
• From US-1 S take exit 99 to Cary Pkwy
• After 1 mile, turn right onto Kildaire Farm Rd.
• After .7 miles, turn left onto Commonwealth Ct.

Directions From the South (Holly Springs & Fuquay-Varina)

• Take US-1 N toward Cary
• Take exit 99 to Cary Pkwy
• After 1.1 miles, turn right onto Kildaire Farm Rd.
• After .7 miles, turn left onto Commonwealth Ct.

Directions From West (Apex & Pittsboro)

• Take I-64 E towards Cary
• Turn left onto Lake Pine Dr. in Cary
• After 1.2 miles, turn right onto SW Cary Pkwy
• After 1.5 miles, turn left onto Kildaire Farm Rd.
• After .7 miles, turn left onto Commonwealth Ct.