We are constantly working to bring readers more information about estate planning, long term care planning, Medicaid, Veterans benefits, and asset protection planning in North Carolina. Check out these helpful sites that can provide you with additional information.

Wills, Trusts and Estate Planning

  • Estate Planning Study

    Explore the insights from the 2024 Wills and Estate Planning Study on Caring.com for guidance on securing your future and providing comprehensive protection for your loved ones.

  • Investopedia's 4 Reasons Estate Planning is So Important

    Explore the importance of estate planning with four key reasons in this helpful guide.


  • Investopedia's 5 Steps to a Retirement Plan

    Unlock the path to a safe, secure, and enjoyable retirement with Investopedia's insightful article, outlining five crucial steps to guide you in crafting a fulfilling and financially sound retirement plan.


  • Forbes Retirement Tips

    Explore valuable insights in the "Top 10 Retirement Tips for 2024" from Forbes, offering advice to help you navigate the complexities of retirement planning and make informed decisions for a secure financial future.


  • CNN Money

    CNN Money offers common-sense advice about planning your estate and how it will affect your family’s future.

  • North Carolina Wills & Trusts

    Local blog maintained by Carolina Family Estate Planning dedicated to estate planning-related topics.

  • 12 Most Common Threats to Your Estate & Your Family's Future

    Discover the Steps You Need to Take to Have the Peace of Mind that Your Family and Your Assets Are Fully Protected.  This report will open your eyes to some of the most common threats a family's wealth and well-being face and why most traditional” estate plans fail to adequately protect against these major risks.

  • Stevenson Companion Animal Life-Care Center, Texas A&M University

    A privately funded, state-of-the-art animal care program designed to provide personalized care in a home-like environment. Your pets, as friends and members of your family, depend on you for lifelong care. Our program is designed to provide that care for your pets in the event that they are left behind.

  • DocuBank - Immediate Access to Healthcare Directives & Emergency Medical Information

    Immediate Access to Healthcare Directives & Emergency Medical Information - Anywhere, Anytime, 24/7/365. Store all files electronically in the DocuBank Safe: Estate Plan Documents, Financial Documents, Insurance Policy, and much more...

  • Trials & Heirs Blog

    Blog covering estate planning trials, disputes and foibles involving celebrities.   Great fodder for conversation and examples of what (not) to do.

  • The New York Times Your Money

    The New York Times Your Money planning guides feature videos and articles on all aspects of estate planning.

Protecting Minor Children

  • Choosing Guardians for Minor Children

    Are you a parent of minor children that is struggling with selecting potential guardians in the event something happens to you? download Carolina Family Estate Planning's Guide to Choosing Guardians for Minor Children. 

Medicaid & Nursing Home Care

  • MedicaidLongTermCare

    Discover a user-friendly tool dedicated to assessing the potential impact of Medicaid on inherited homes. Gain clarity on whether Medicaid might have implications for your beneficiary's home upon their passing by exploring this resource.


  • Triangle J Area Agency on Aging

    The mission of the Triangle J Area Agency on Aging is to promote the highest level of well being of older adults in the seven-county region by partnering with organizations to provide a comprehensive system of opportunities, services and protective supports.

  • Guiding Lights Caregiver Support Center

    A Triangle-area resource for caregivers.  Provides resources and support to local families and professional caregivers.

  • National Aging In Place Council (NAIPC)

    America's Senior Support Network. 

    NAIPC Member Logo

    NAIPC® wants to be your primary informational resource so that you remain active and healthy throughout your retirement years.We have established a network of professionals from the private, public and non-profit sectors who can help you plan for your future housing and care needs.Our web site provides additional ideas and information to help you accomplish whatever goals you may have.

  • Another Daughter

    AnotherDaughter™ based in Raleigh, North Carolina, provides caregivers and adult children the help they need to find, coordinate and monitor non-medical services for the seniors they love.

  • Navigate NC

    Professional health care advocates and case managers who locate senior resources, and manage housing and healthcare needs in Raleigh-Durham, NC.

  • Seniors Guide

    Seniors Guide Onlines provides access to retirement communities and home care agencies. Find senior living options including senior housing, Assisted Living, Alzheimer's Care, Retirement Homes, Independent Living, Skilled Nursing, Home Health Care and other senior services. 

  • Aware Senior Care

    Aware Senior Care, L.L.C is a licensed, veteran-owned Home Care agency dedicated to helping seniors remain in their homes, living life to the fullest. Owners, Tim and Gina Murray, faced this situation with their own parents. Our team of trained, compassionate caregivers provides in-home care for seniors requiring assistance with daily activities. Your single source for education and consultation, we are professionals who have faced care challenges with our own families. 

  • Aging Outreach Services - A Full Service Elder Care Firm in North Carolina

    Aging Outreach Services - A Full Service Elder Care Firm in North Carolina. Established in 1999, Aging OUtreach Services is a full-service elder care firm providing services to older adults residing in south central North Carolina. They can help you determine the service or combination of services to best meet your needs.

  • Transitions LifeCare

    Transistions LifeCare provides physical, emotional and spiritual care to those living with an advanced illness, their caregivers and those who have lost a loved one.

  • The Ultimate Guide To Paying For Nursing Home Care in North Carolina

    FREE Report — What You Don't Know About Paying for Nursing Home Care Could Cost You Everything!  Discover the 7 Steps you should be taking right now to get quality long-term care...without going broke, losing your home, or leaving your family without a dime!  Plus, learn the little-known secrets for surviving or reducing the dreaded nursing home spend-down.

  • 9 Steps to Peace of Mind for the Parkinson’s Family

    Parkinson’s is a devastating disease and it can also be an expensive one…Download this FREE Report to Discover How to Avoid the Potentially Costly Legal Ramifications of Parkinson’s Disease

  • Nursing Home Comparison

    Nursing Home Comparison tool maintained by the Centers for Medicare & Medicaid Services (CMS).

  • National Association of Professional Geriatric Care Managers

    A professional Geriatric Care Manager (GCM) is a health and human services specialist who helps families who are caring for older relatives. The GCM is trained and experienced in any of several fields related to care management, including nursing, gerontology, social work, or psychology.

  • North Carolina Division of Aging & Adult Services

    Links to various Aging and Adult Services available in North Carolina.

  • North Carolina Division of Aging & Adult Services: Home and Community Care Services

    North Carolina directory of various senior services available by county.

  • Center for Volunteer Caregiving

    The Center for Volunteer Caregiving serves as the link between formal and informal service providers, mobilizing the faith community and other community partners to provide volunteers to care for seniors, family caregivers and adults with disabilities.

  • Social Security Administration Benefits Verification

    Information on how to verify current Social Security benefit.  This information is often needed for establishing eligibility for Medicaid, Veterans benefits, and other public programs.

  • Resources for Seniors

    Resources for Seniors serves senior and disabled adults in Wake County, NC, by providing home- and community-based services and information so that they can maximize their choices for independence, comfort, safety, security and well-being.

Veterans' Aid & Attendance

  • National Archives: Military Service Record Request

    Information from the National Archives on how to request copies of military discharge papers (commonly known as the DD-214).

  • Veteran Aid

    VeteranAid.org was created to provide information, free of charge, to veterans, their spouses and families.

  • Wake County Meals on Wheels

    Meals on Wheels provides nutritious meals to the homebound elderly and persons with disabilities in Wake County in an effort to improve health, reduce isolation, and prevent unnecessary institutionalization.

  • The U.S. Department of Veterans Affairs

    The U.S. Department of Veterans Affairs website is the go-to place for any issue having to do with the benefits made available to veterans, their spouses and their dependents.

Alzheimer's Planning Center

  • NC Alzheimer's Facts and Figures

    Explore the latest Alzheimer's statistics for North Carolina in 2023 on this page. Gain insights into the disease's prevalence in our state and stay informed about its impact on our communities.


  • Orange County Department of Aging

    The Orange County Department on Aging (OCDOA) is a one-stop resource where older adults and caregivers can meet their social, mental, physical, financial, and day-to-day practical needs. They offer integrated aging services and programs at two senior centers including, wellness and education classes, lunches, trips, volunteer opportunities, and much more. 

  • Caregiver Action Network

    Caregiver Action Network works to improve the quality of life for the more than 90 million Americans who care for loved ones with chronic conditions, disabilities, disease, or the frailties of old age. CAN serves a broad spectrum of family caregivers ranging from the parents of children with special needs, to the families and friends of wounded soldiers; from a young couple dealing with a diagnosis of MS, to adult children caring for parents with Alzheimer’s disease. CAN (the National Family Caregivers Association) is a non-profit organization providing education, peer support, and resources to family caregivers across the country free of charge.

  • Alzheimer's North Carolina, Inc.

    Alzheimer's North Carolina provides family support, community education, public awareness and supports research for the prevention, cure and treatment of Alzheimer's disease and related disorders.

  • National Institute on Aging

    NIA, one of the 27 Institutes and Centers of NIH, leads a broad scientific effort to understand the nature of aging and to extend the healthy, active years of life. NIA is the primary Federal agency supporting and conducting Alzheimer's disease research.

  • Raleigh Geriatric Care Management:

    Are you an adult child of an aging parent or a spouse suffering from Caregiver Stress? A Geriatric Care Manager is a resource for assisting families and adult children of aging parents to identify community resources, provide references to geriatric professionals, and ultimately reduce the overwhelming responsibilities of providing care.  

  • Guide to Alzheimer's Care

    Are you caring for a family member with Alzheimer's disease? Download our free guide that covers: Care options for an individual with Alzheimer's disease; the seven stages of Alzheimer's disease; detection and proper diagnosis of Alzheimer's disease; care for the caregiver; common concerns when caring for a loved one with Alzheimer's disease; legal steps you should consider; the basics of Medicaid; spousal protection provisions; and more!

  • Alzheimer's Association

    The Alzheimer's Association is the leading, global voluntary health organization in Alzheimer's care and support, and the largest private, nonprofit funder of Alzheimer's research.

  • North Carolina Adult Day Care Providers

    Adult day care provides an organized program of services during the day in a community group setting for the purpose of supporting the personal independence of older adults and promoting their social, physical, and emotional well-being.

Probate, Estate & Trust Administration

  • Wake County Clerk of Court: Estates Division

    Estates Division is generally responsible for all estate matters, including the probate of Wills and the settlement and administration of estates (assets and property) of decedents, incompetents, and minor children. The Estates Division is also responsible for the appointment of guardians for the estate of minors and incompetents.

Resources for People with Disabilities


  • The American Association of Retired Persons

    The American Association of Retired Persons provides readers with tips and suggestions on estate planning and preserving your retirement.

  • North Carolina Seniors' Health Insurance Information Program (SHIIP)

    Seniors’ Health Insurance Information Program (SHIIP) counsels Medicare beneficiaries and caregivers about Medicare, Medicare supplements, Medicare Advantage, Medicare Part D, and long-term care insurance.

  • Cary Senior Center

    Cary Senior Center, located within Fred G. Bond Metro Park, provides opportunities for ages 55+ to Create Active Retirement Years!  You will enjoy a variety of fitness classes, recreation activities, arts, information & referral, volunteer opportunities, clubs and many other events.

  • Wake County Property Tax Information

    Look up real estate assessments and other property tax information for Wake County residents.

  • North Carolina Department of Justice

    Consumer Scam Victims - If you're a victim of a consumer scam, you're not alone. Unfortunately, scam artists succeed in ripping off people from all walks of life, of all ages, and all across the state. Join other victims in telling us and local law enforcement about the scam. We may be able to help you recover your lost funds. Even if not, we can often put a stop to a scam so that others won't fall victim. When we know about scams, we can alert the public and other law enforcement agencies to a voice the con artists. Notifying local law enforcement is especially important if you were scammed in person or if you receive threatening or harassing phone calls or emails. Be aware that you will be targeted again and again. Once you've been a victim, the criminals will repeatedly contact you in the hope of stealing even more money. This is called "reloading." If you are or know a repeat victim, contact our office toll free at 1-877-5-NOSCAM (1-877-566-7226). We work with the NC Division of Aging to help these kinds of victims. 

  • Wake County Register of Deeds

    Information for recording deeds, powers of attorney, and other legal documents.  Search online to find records.

  • Medicare Rights Center

    The Medicare Rights Center is a national, nonprofit consumer service organization that works to ensure access to affordable health care for older adults and people with disabilities through counseling and advocacy, educational programs and public policy initiatives.

  • North Carolina Senior Centers by County

    Directory of North Carolina Senior Centers for each county.

  • Wall Street Journal’s SmartMoney

    Check out informative articles on wills, trusts and estates with the Wall Street Journal’s SmartMoney site.