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We felt very comfortable here.

FAQ

?How Do I Stop Mom or Dad From Writing Checks or Making Poor Financial Decisions?
?When Does a Health Care Power of Attorney Take Effect? What Are My Responsibilites?
?What Is a DNR? What is a MOST?
?What Is a HIPAA Authorization? Why Is It Important?
?What is a Stretchout Protection Trust (a.k.a., IRA Trust or Retirement Plan Trust)?

Blog

Posted on 02/18/2019Lessons from a Caregiver Law Suit
Posted on 01/28/2019An Heiress and When is a Gift a Gift?
Posted on 01/02/2019Health Care Proxies All Around

Articles

Posted on 02/18/2019 Design Meeting Considerations - Will-Based Plans
Posted on 02/09/2019 Leverage Your Assets to Reduce Risk of Self-Funding & Relying on Market Performance to Cover Long-Term Care Expenses
Posted on 02/09/2019 Convert Existing Life Insurance Into a Long-Term Care Benefit Plan

"Very professional and knowledgeable. We felt very comfortable here."John & Pat, Holly Springs, NC

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Carolina Family Estate Planning

201 Commonwealth Ct #100
Cary, NC 27511
Phone: 919-443-3035
Fax: 919-324-6987
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