Gain Peace Of Mind By Strategizing Your North Carolina Estate Plan

Many people believe that as long as you write down where you want your money to go after you die, your loved ones will be all set.

Unfortunately, it is not always that easy. Depending on what you own, the process of making sure your assets are properly divided can be confusing, time-consuming, and prone to mistakes. Sadly, these mistakes do not always surface until after you are gone, which leaves your grieving family to navigate the often complicated world of your local court’s probate system.

Establishing a basic will does not always cover the issues that may arise in the event that you are terminally ill. Although you may have already come to terms with decisions such as whether to be kept on life support or how you want your remains to be handled, unless you have clearly outlined your preferences on paper, you are asking your family to struggle in making those decisions for you.

Bring Peace of Mind to You and Your Loved Ones

Estate planning lawyer Jackie Bedard working at her deskWhether you're single, married, or have children, or not, everyone needs an estate plan. 

At Carolina Family Estate Planning, we pride ourselves on being an education-first law firm with over 15 years of experience. What does that mean? It means that every one of our clients is unique and has personal goals and objectives. Before we even start to plan, our focus is entirely on learning about you, your family, your goals, concerns, and fears. We work together during a planning session and provide you with all of the options for creating a comprehensive plan that will provide complete protection for you and your loved ones.

A great place to start is by attending our free estate planning workshop. There, you will learn the three secrets to protecting yourself and your loved ones from nursing home expenses and what it will cost if you don’t plan!

North Carolina Estate Planning Tools

Estate planning has many components. Our team can help you with all of your estate planning needs, including:

  • Last Will and Testament: This foundational document is essential to ensure that your assets are passed down as you want them to be. It can include anything from your home and cars to heirlooms and jewelry.
  • Health Care Power of Attorney and Living Will: If you're seriously ill and nearing the end of your life, your family may face challenges executing your wishes without your physical input. Ensure your family's peace of mind by having a pre-established Health Care Power of Attorney and Living Will, allowing them to concentrate on your well-being rather than navigating decision-making complexities.
  • Children’s Safeguard Plan: Trying to decide who will care for your minor children after you are gone can be tough. But making the decision now—along with a detailed plan you’re your children’s futures—can help prevent uncertainty and unneeded stress in the event of a tragedy.
  • Financial Durable Power of Attorney: Appointing someone to handle your day-to-day financial affairs in the event that you become incapacitated is imperative. Learn how a Financial Durable Power of Attorney can help ease some of your family's burdens and avoid potentially costly mistakes by making sure the document is worded properly and includes critical provisions that are often overlooked.
  • Revocable Living Trust: Creating a trust could not only provide your family with additional protection but also prevent your estate from having to go through the public probate process. In addition to privacy, a trust may help your family members avoid unnecessary taxes and safeguard their inheritances.
    Asset Protection Planning: You and your family have worked hard for what you own. Asset Protection Planning can help preserve your assets by minimizing exposure to taxes, lawsuits, and creditors.
  • Long-Term Care PlanningAddressing the potential financial strain of long-term care is vital for safeguarding your overall financial well-being. A thorough estate plan must actively factor in and plan for future long-term care requirements.

Contact Our Estate Planning Lawyers in Cary, NC

In life, good people may encounter challenging moments, such as unforeseen disabilities or loss. At Carolina Family Estate Planning, we hold the belief that decades of hard work and dedication to the family should not be overshadowed by issues like taxes, nursing home expenses, or inadequate planning for young children. We are committed to ensuring that such unfortunate events do not disrupt the foundations you've built with care and effort.

For more information on how Carolina Family Estate Planning can provide you with a comprehensive estate plan, call our Cary office at 919-586-8222 to discuss the next steps or fill out our online form, and we’ll call you. Don't forget, if you're starting out in your estate planning journey, our Estate Planning Workshop is a great place to start.

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Jackie Bedard
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Attorney, Author, and Founder of Carolina Family Estate Planning