Learn how to tell if your North Carolina estate plan is protecting you like it should. Let Carolina Family Estate Planning secure your family’s future.

Wills, Trusts and Estate PlanningWills, Trusts and Estate Planning

Crafting an effective estate plan is crucial for securing your assets and ensuring your family's long-term well-being. Whether you seek a fundamental distribution strategy for your assets or a comprehensive plan to safeguard your family's financial future, our estate planning services are meticulously tailored to meet your unique needs. We factor in external influences that may impact your family's well-being, guaranteeing a personalized and strategic approach to protect your legacy.

Asset Protection for You & Your FamilyAsset Protection for You & Your Family

Asset protection planning involves employing strategic tools to shield your property and wealth from taxes, lawsuits, creditors, and other risks. For some, it extends to safeguarding assets from the rising costs of nursing home and long-term care.

Protecting Minor ChildrenProtecting Minor Children

It is hard to comprehend a situation that might leave your children without the love and support of their parents. But part of your job as a parent is to plan for the “what ifs.” Deciding who is best equipped to care for your kids and how to ensure that they will always be taken care of are just two of the many topics that will be covered when creating a plan for protecting your minor children.

Elder LawElder Law

Our elder law attorneys focus on the specific needs of senior citizens which commonly includes planning for the high cost of long-term care, Medicaid planning, utilizing Veterans Aid and Attendance Pension Benefits, and crisis planning if you or a loved one experience a major health event and are suddenly unable to make decisions. 

Long-Term Care PlanningLong-Term Care Planning

Do you have a plan in place to ensure that you will be taken care of for the rest of your life—even in the worst-case scenario? Our office regularly sees clients who have waited too long to begin planning and have already burned through a significant portion of their personal assets paying for in-home, assisted living, or nursing home care. The good news is—it doesn't have to be this way.

Medicaid & Nursing Home CareMedicaid & Nursing Home Care

Navigating the complicated world of North Carolina Medicaid planning for elderly care can be confusing, especially when all you want is the best for your parent, grandparent or loved one. Carolina Family Estate Planning will help you find that perfect balance between meeting your family’s needs and making use of available government benefits, programs and resources.

Veterans' Aid & AttendanceVeterans' Aid & Attendance

One of the greatest gifts a person can give is their service to their country. As an attorney accredited with the U.S. Dept. of Veterans Affairs, Jackie Bedard recognizes this gift by helping North Carolina veterans, their spouses and dependents obtain the benefits they are entitled to. Veteran benefits planning in North Carolina can be difficult to understand, so if you are a veteran of war please contact us for more information.

Alzheimer's Planning CenterAlzheimer's Planning Center

The Alzheimer's Planning Center is a special division of Carolina Family Estate Planning devoted to helping individuals and families impacted by cognitive impairment, dementia, and
Alzheimer's disease live the best lives possible through our unique Memory Safeguard Planning.

Business Planning & Business SuccessionBusiness Planning & Business Succession

Navigating the appropriate legal entities, insurance, and tax structures can be a daunting task for most business owners, professionals, and rental property owners. We can help you make smart decisions about your business to maximize your asset protection and help you build a lasting legacy through business succession planning.

Probate, Estate & Trust AdministrationProbate, Estate & Trust Administration

Losing a loved one is hard. The days and weeks after a loss are often fraught with grief, questions, and, unfortunately, family complications. It’s a terrible time to try to think through a legal process clearly. And while the North Carolina General Statutes are the guiding law about what happens to an Estate upon the death of a North Carolina resident, they are not exactly casual reading material. The law is made to address the variety of unique situations that may come up. It can be confusing, long-winded, and it might even seem like it’s written in another language. The Estate Administration team at Carolina Family Estate Planning is here to make the Probate and Estate Administration process easier.