Carolina Family Estate Planning

?? Attention Wake County Families - Are you ready to take control of your financial future and safeguard your legacy? Join us in December for a FREE estate planning and asset protection workshop in Cary ?? ??? Event Dates: ? Tuesday, December 3 @ 1:00 PM or 6:00 PM ? Wednesday, December 4 @ 10:00 AM ? Tuesday, December 10 @ 6:00 PM ?? Space is very limited – RSVP by clicking the link below or call us at 919-887-7917. ?? https://bit.ly/4hlSyv4 · · · #CarolinaFEP #EstatePlanning #PeaceOfMind #NorthCarolina

??? Estate planning is all about protecting what matters most—what would you prioritize? Share your thoughts in the comments below! We’d love to hear what’s most important to you when planning for the future. · · · #CarolinaFEP #EstatePlanning #FamilyFirst #NorthCarolina

Think a will is enough to protect your assets and loved ones? Think again. ?? The truth is relying only on a will can lead to costly delays and headaches in probate. Attend one of our upcoming events and learn everything you MUST know about Wills, Trusts, Powers of Attorney, and more. In this event, we’ll show you in easy-to-understand terms how to: ? Avoid the risk of losing your life savings and retirement funds to the insane cost of healthcare. ? Keep your home safe and stay in it for as long as possible. ? Protect your family from any future tax issues. ?? Space is very limited – RSVP by clicking the link below or call us at 919-887-7917 ??https://bit.ly/4hlSyv4 ?? If you know someone who could benefit from attending our free workshops, please share this post with them or tag them in the comments below. · · · #CarolinaFEP #EstatePlanning #Workshop #NorthCarolina #PeaceOfMind

Let's protect your legacy together! ??????????? Join us at one of our upcoming workshops in November and discover essential Estate Planning tools to build the best plan. In this workshop, we'll answer some daunting questions like: - How much does a nursing home cost, and how will I pay for it? - What must you do now to protect your loved ones and assets - Will Medicaid come after my house after I pass away? ? And so much more! ?? Space is very limited – RSVP by clicking the link below or call us at 919-343-9549. ?? https://bit.ly/4hlSyv4 · · · #CarolinaFEP #EstatePlanning #PeaceOfMind #NorthCarolina

?? Long-term care is a reality many families will face—are you prepared? Whether planning for nursing home care or safeguarding your savings, an Elder Law Attorney can make all the difference. In this video, Kellie Corbett, Estate Planning Attorney, explains why working with an Elder Law Attorney is essential for protecting your finances and ensuring you get the care you need. ?? Watch now and learn how proactive planning can help your family save thousands! https://lnkd.in/gXPut_XD ?? Have questions? Call us at 919-887-7917 and get peace of mind today. · · · #CarolinaFEP #ElderLaw #LongTermCarePlanning #MedicaidPlanning #SecureYourFuture

The Medicaid Look-Back period can trigger penalties if transfers aren’t handled correctly, leaving you or your loved ones ineligible for benefits when needed most. ? There are safer, strategic ways to protect your assets without risking Medicaid eligibility. If you’re unsure about your options, we’re here to help. Call us at 919-887-7917 or visit our website to learn more: https://lnkd.in/eC8aS9Um · · · #CarolinaFEP #MedicaidPlanning #LongTermCare #EstatePlanning #PlanSmart

No one likes to think about needing long-term care, but planning ahead makes all the difference. Whether it’s nursing care, assisted living, or in-home support, being prepared can ease your family's emotional and financial stress. With the right plan, you can protect your savings and ensure you or your loved ones receive quality care—without unnecessary burdens. This Long-Term Care Awareness Month, take the first step toward peace of mind. ?? Call us at 919-887-7917 or visit our website to learn how we can help you. · · · #LongTermCareAwareness #CarolinaFEP #MedicaidPlanning #ElderCare

Securing your hard-earned assets is a wise financial move and a heartfelt gesture to your loved ones. ????? After a lifetime of building your legacy, you don’t want uncertainty to jeopardize their inheritance. Life insurance can be a powerful tool to safeguard your assets and guarantee that your beneficiaries receive what you’ve planned for them. Want to learn how life insurance can protect your financial future? Read the full article on our website: https://bit.ly/40by69T · · · #CarolinaFEP #LifeInsurance #AssetProtection #NorthCarolina

?? Attention Wake County Families: FREE Estate Planning Workshop in Cary, NC! In this workshop, we'll answer some daunting questions that have probably been on your mind for some time... ? Avoid the risk of losing your life savings and retirement funds to the insane cost of healthcare. ? Keep your home safe and stay in it for as long as possible. ? Protect your family from any future tax issues. ? And so much more! ?? Space is very limited – RSVP by clicking the link below or call us at 919-343-9549. ?? https://lnkd.in/eZKyskyK · · · #CarolinaFEP #EstatePlanning #PeaceOfMind #NorthCarolina

Hold on before you add a child to your bank account! ? Adding a joint owner to your assets seems like an easy way to avoid probate or allow your children to help manage finances. But what you hear at the coffee shop might not be the best legal advice! ?? There are many reasons why this strategy can backfire and create unintended consequences. ?? Read more on our website: https://bit.ly/3XSQxz9 · · · #CarolinaFEP #EstatePlanning #AssetProtection #NorthCarolina