Канал: Carolina Family Estate Planning

What is Probate? Does a Will Truly Avoid It?

What is Probate? Does a Will Truly Avoid It?

Start your Estate Planning Journey Today

Start your Estate Planning Journey Today

How does CFEP protect you better than a Will

How does CFEP protect you better than a Will

Legal Duties of an Executor of an Estate in NC - Part 6

Legal Duties of an Executor of an Estate in NC - Part 6

Legal Duties of an Executor of an Estate in NC - Part 5

Legal Duties of an Executor of an Estate in NC - Part 5

Legal Duties of an Executor of an Estate in NC - Part 4

Legal Duties of an Executor of an Estate in NC - Part 4

Legal Duties of an Executor of an Estate in NC - Part 3

Legal Duties of an Executor of an Estate in NC - Part 3

Legal Duties of an Executor of an Estate in NC - Part 2

Legal Duties of an Executor of an Estate in NC - Part 2

Legal Duties of an Executor of an Estate in NC - Part 1

Legal Duties of an Executor of an Estate in NC - Part 1

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 4

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 4

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 3

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 3

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 2

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 2

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 1

Update Your Will or Estate Plan If You've Moved to North Carolina - Part 1

Stages of Alzheimer's Disease - Part 4: Importance of Memory Safeguard Planning

Stages of Alzheimer's Disease - Part 4: Importance of Memory Safeguard Planning

Stages of Alzheimer's Disease - Part 3: Late Stage of Alzheimer's

Stages of Alzheimer's Disease - Part 3: Late Stage of Alzheimer's

Stages of Alzheimer's Disease - Part 2: Alzheimer's Quick Advancements

Stages of Alzheimer's Disease - Part 2: Alzheimer's Quick Advancements

Stages of Alzheimer's Disease - Part 1: The Early Stages

Stages of Alzheimer's Disease - Part 1: The Early Stages

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 5

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 5

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 4

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 4

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 3

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 3

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 2

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 2

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 1

5 Things to Consider Before Creating an Estate Plan in North Carolina - Part 1

What Happens If A Loved One Dies Without A Will in NC? - Example: No Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Example: No Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Part 3 - No Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Part 3 - No Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Part 2 - No Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Part 2 - No Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Part 1: Beneficiary Designations

What Happens If A Loved One Dies Without A Will in NC? - Part 1: Beneficiary Designations

3 Tips on How to Talk to Your Parents About the Importance of Having a Plan

3 Tips on How to Talk to Your Parents About the Importance of Having a Plan

3 Tips to Help Get Mom or Dad to Agree to the Help They Need

3 Tips to Help Get Mom or Dad to Agree to the Help They Need

What to Do When Mom or Dad Won’t Go to the Doctor?

What to Do When Mom or Dad Won’t Go to the Doctor?

Not All Trusts are Built the Same

Not All Trusts are Built the Same

4 Types of Intellectual Property Rights and Estate Planning

4 Types of Intellectual Property Rights and Estate Planning

5 Major Life Events That Impact Your Estate Plan

5 Major Life Events That Impact Your Estate Plan

Stages of Alzheimer’s Disease

Stages of Alzheimer’s Disease

Estate Planning Pitfalls and How to Avoid Them

Estate Planning Pitfalls and How to Avoid Them

3 Secrets To Protect Your Family Without Going Broke Or Being A Burden

3 Secrets To Protect Your Family Without Going Broke Or Being A Burden

Overview of Long Term Care Options

Overview of Long Term Care Options

Why Memory Safeguard Planning is Essential

Why Memory Safeguard Planning is Essential

Why We Created the Alzheimer’s Planning Center

Why We Created the Alzheimer’s Planning Center

Estate Planning for Unmarried Couples

Estate Planning for Unmarried Couples

Why a Simple Will May Not Be Enough

Why a Simple Will May Not Be Enough

The Dangers of Inadequate Healthcare Planning

The Dangers of Inadequate Healthcare Planning

Why Trusts Aren't Just for the Wealthy

Why Trusts Aren't Just for the Wealthy

How We Help You to Succeed in Your Medicaid Application

How We Help You to Succeed in Your Medicaid Application

What is a 'Powerful' Healthcare Power of Attorney?

What is a 'Powerful' Healthcare Power of Attorney?

4 Reasons Why You Need an Elder Law Attorney for Long-term Care Planning

4 Reasons Why You Need an Elder Law Attorney for Long-term Care Planning

Abuse of Power of Attorney

Abuse of Power of Attorney

How Medicaid Defines Countable Assets and Applicant's Primary Residence

How Medicaid Defines Countable Assets and Applicant's Primary Residence

What is a 'Powerful' Durable Power of Attorney?

What is a 'Powerful' Durable Power of Attorney?

Durable Power of Attorney Explained

Durable Power of Attorney Explained

Think Twice Before Adding Your Child's Name to Your Assets

Think Twice Before Adding Your Child's Name to Your Assets

Should I Add My Child’s Name to My House Deed?

Should I Add My Child’s Name to My House Deed?

Should I Add My Child’s Name to My Bank Account

Should I Add My Child’s Name to My Bank Account

4 Health Care Tools to Save Your Family Years of Guilt

4 Health Care Tools to Save Your Family Years of Guilt

5 Reasons Why You SHOULD NOT Put Your House or Bank Accounts in Your Children’s Name

5 Reasons Why You SHOULD NOT Put Your House or Bank Accounts in Your Children’s Name

What Happens to the Home After Someone Dies?

What Happens to the Home After Someone Dies?

Why Putting Your Home In a Revocable Living Trust Can Reduce Family Fighting After You're Gone

Why Putting Your Home In a Revocable Living Trust Can Reduce Family Fighting After You're Gone

Grantor Trust and Non-Grantor Trust Tax Related Differences

Grantor Trust and Non-Grantor Trust Tax Related Differences

Beneficiary Of A Trust Tax Responsibilities

Beneficiary Of A Trust Tax Responsibilities

When I die, how will my Revocable Living Trust be taxed?

When I die, how will my Revocable Living Trust be taxed?

Revocable Living Trust & Taxpayer Identification Number

Revocable Living Trust & Taxpayer Identification Number

Estate Planning Client's Testimonial - Ronnie

Estate Planning Client's Testimonial - Ronnie

How Much Life Insurance Is Enough To Cover My Family's Needs

How Much Life Insurance Is Enough To Cover My Family's Needs

What would happen to my children if I die?

What would happen to my children if I die?

3 Tools For Saving Your Loved Ones From Future Stress

3 Tools For Saving Your Loved Ones From Future Stress

4 Tools for Sparing Your Family from Guilt and Self-Doubt

4 Tools for Sparing Your Family from Guilt and Self-Doubt

What Happens To Your Debt When You Pass Away?

What Happens To Your Debt When You Pass Away?

The Difference Between A Small Estate And A Full Estate

The Difference Between A Small Estate And A Full Estate

5 Reasons Why You Need A Trust Protector In Your Documents

5 Reasons Why You Need A Trust Protector In Your Documents

Spousal Year's Allowance Basics

Spousal Year's Allowance Basics

5 Reasons Your Estate Plan Needs To Be Upgraded Or Updated

5 Reasons Your Estate Plan Needs To Be Upgraded Or Updated

The Importance Of Having A HIPAA Authorization

The Importance Of Having A HIPAA Authorization

Are You Ready To Envision Your Peace Of Mind?

Are You Ready To Envision Your Peace Of Mind?

My Spouse Died. How Do I Claim The Spousal Year's Allowance?

My Spouse Died. How Do I Claim The Spousal Year's Allowance?

How To Update The Title Of Your Spouse's Vehicle

How To Update The Title Of Your Spouse's Vehicle

Pros And Cons Of Titling Your Vehicle To Your Trust

Pros And Cons Of Titling Your Vehicle To Your Trust

Pros And Cons Of Titling Vehicles Jointly

Pros And Cons Of Titling Vehicles Jointly

Tips On Selecting Your Financial Agent For Your Durable POA

Tips On Selecting Your Financial Agent For Your Durable POA

Tips On Selecting An Executor For Your Last Will

Tips On Selecting An Executor For Your Last Will

Tips For Choosing The Right Trustee For Your Trust

Tips For Choosing The Right Trustee For Your Trust

Tips for Selecting a Healthcare Agent for Your Healthcare POA

Tips for Selecting a Healthcare Agent for Your Healthcare POA

What Is A Lady Bird Deed? Is It Still Relevant?

What Is A Lady Bird Deed? Is It Still Relevant?

It's Never Too Late For Medicaid Or Long-Term Care Planning!

It's Never Too Late For Medicaid Or Long-Term Care Planning!

Five Hidden Legal Traps When Being An Estate Executor

Five Hidden Legal Traps When Being An Estate Executor

5 Things to Consider Before Creating an Estate Plan in North Carolina

5 Things to Consider Before Creating an Estate Plan in North Carolina

Benefits of Putting Your Home in A Revocable Living Trust

Benefits of Putting Your Home in A Revocable Living Trust

Why People Procrastinate With Their Estate Planning

Why People Procrastinate With Their Estate Planning

What Happens to Real Estate When Someone Dies?

What Happens to Real Estate When Someone Dies?

What Does it Mean to be Named Successor Trustee?

What Does it Mean to be Named Successor Trustee?

I Can't Find My Loved One's Will

I Can't Find My Loved One's Will

Payable Upon Death Designations, Do We Recommend Them?

Payable Upon Death Designations, Do We Recommend Them?

What Happens If A Loved One Dies Without A Will (Intestate) in NC?

What Happens If A Loved One Dies Without A Will (Intestate) in NC?

How a Free Consultation Differ From a Paid Strategy Session?

How a Free Consultation Differ From a Paid Strategy Session?

Important Health Care Documents to Have in an Estate Plan

Important Health Care Documents to Have in an Estate Plan

Why Are Estate Planning Documents So Long?

Why Are Estate Planning Documents So Long?

Estate Planning for Blended Families

Estate Planning for Blended Families

North Carolina’s Alzheimer's Planning Center | Carolina Family Estate Planning

North Carolina’s Alzheimer's Planning Center | Carolina Family Estate Planning

North Carolina’s Trusted Estate Planning Team | Carolina Family Estate Planning

North Carolina’s Trusted Estate Planning Team | Carolina Family Estate Planning

Update Your Will or Estate Plan If You've Moved to North Carolina

Update Your Will or Estate Plan If You've Moved to North Carolina

Medicaid Explained - 5 Myths About Medicaid Planning

Medicaid Explained - 5 Myths About Medicaid Planning

Has Your Estate Plan Been Properly Funded? Funding Explained

Has Your Estate Plan Been Properly Funded? Funding Explained

3 Reasons To Take Control Of Your Long-Term Care Planning

3 Reasons To Take Control Of Your Long-Term Care Planning

5 Reasons You Should Get Asset Protection Planning - Attention Rental Property and Business Owners!

5 Reasons You Should Get Asset Protection Planning - Attention Rental Property and Business Owners!

Four Myths That Might Be Putting Your Nest Egg At Risk - Asset Protection Explained

Four Myths That Might Be Putting Your Nest Egg At Risk - Asset Protection Explained

Update Your Estate Plan After A Divorce In North Carolina

Update Your Estate Plan After A Divorce In North Carolina

Protect Your Child's Inheritance From Divorce

Protect Your Child's Inheritance From Divorce

Legal Duties of an Executor of an Estate in North Carolina

Legal Duties of an Executor of an Estate in North Carolina

How Can You Avoid Probate?

How Can You Avoid Probate?

How Long-Term Care Planning Helps You Live Life On Your Terms

How Long-Term Care Planning Helps You Live Life On Your Terms

The Biggest Mistake We See With Estate Planning

The Biggest Mistake We See With Estate Planning

Young Adults Power Of Attorney In North Carolina

Young Adults Power Of Attorney In North Carolina

Is Your Loved One Showing Signs Of Memory Loss?

Is Your Loved One Showing Signs Of Memory Loss?

Estate Planning Considerations for Minor Children

Estate Planning Considerations for Minor Children

What Does Long-Term Care Planning Mean?

What Does Long-Term Care Planning Mean?

Protecting an Inheritance for a Minor Child

Protecting an Inheritance for a Minor Child

Which questions should your Estate Plan address?

Which questions should your Estate Plan address?

Welcome to Carolina Family Estate Planning

Welcome to Carolina Family Estate Planning

Understanding Medicare and Medicaid Differences

Understanding Medicare and Medicaid Differences

Finding the Right Estate Planning Attorney

Finding the Right Estate Planning Attorney

Understanding Estate Planning, Elder Law, and Long-Term Care Planning

Understanding Estate Planning, Elder Law, and Long-Term Care Planning

Will I Lose My House if I Need Medicaid?

Will I Lose My House if I Need Medicaid?

What's the Best Way to Get Stared on My Estate Plan? | Carolina Family Estate Planning

What's the Best Way to Get Stared on My Estate Plan? | Carolina Family Estate Planning

Am I Protected if I Have My Assets in a Trust? | Carolina Family Estate Planning

Am I Protected if I Have My Assets in a Trust? | Carolina Family Estate Planning

What is Inheritance Protection Planning? | Cary NC | Carolina Family Estate Planning

What is Inheritance Protection Planning? | Cary NC | Carolina Family Estate Planning

Considerations for Selecting a Legal Guardian for Minor Children | Carolina Family Estate Planning

Considerations for Selecting a Legal Guardian for Minor Children | Carolina Family Estate Planning

Why Might I Not Want My Beneficiaries to Receive Everything Right Away When I Die?

Why Might I Not Want My Beneficiaries to Receive Everything Right Away When I Die?

Should I Update my Living Trust? | Cary NC | Carolina Family Estate Planning

Should I Update my Living Trust? | Cary NC | Carolina Family Estate Planning

If I Have a Living Trust, How Does That Change My Day-to-day Operations?

If I Have a Living Trust, How Does That Change My Day-to-day Operations?

Is Long Term Care Insurance Too Expensive?| Cary NC | Carolina Family Estate Planning

Is Long Term Care Insurance Too Expensive?| Cary NC | Carolina Family Estate Planning

Don't Go Broke in the Nursing Home

Don't Go Broke in the Nursing Home

Planning for the Cost of Nursing Home Care

Planning for the Cost of Nursing Home Care

Medicaid "Look Back" Period and Gifting Penalties | Cary NC | Carolina Family Estate Planning

Medicaid "Look Back" Period and Gifting Penalties | Cary NC | Carolina Family Estate Planning

Community Spouse Guidelines For Medicaid Qualification | Paying for Nursing Home Care

Community Spouse Guidelines For Medicaid Qualification | Paying for Nursing Home Care

How Does Medicaid Work for a Single Person? | Carolina Family Estate Planning

How Does Medicaid Work for a Single Person? | Carolina Family Estate Planning

Can I Apply for Medicaid on My Own? | Carolina Family Estate Planning in Cary, NC

Can I Apply for Medicaid on My Own? | Carolina Family Estate Planning in Cary, NC

Differences Between Long Term Care Planning and Long Term Care Insurance

Differences Between Long Term Care Planning and Long Term Care Insurance

Why Consider Long Term Care Planning While Estate Planning | Carolina Family Estate Planning

Why Consider Long Term Care Planning While Estate Planning | Carolina Family Estate Planning

When Should I Start Planning for Long-Term Care Needs? | Carolina Family Estate Planning

When Should I Start Planning for Long-Term Care Needs? | Carolina Family Estate Planning

I'm Never Going into a Nursing Home!

I'm Never Going into a Nursing Home!

What Is the Biggest Threat to My Retirement Savings?

What Is the Biggest Threat to My Retirement Savings?

What Is Probate? Does a Will Avoid Probate?

What Is Probate? Does a Will Avoid Probate?