Maybe you have had a banker or financial advisor recommending to use Payable Upon Death Designations on all of your accounts. They claim that it is all about filling out a couple of pieces of paper, being easy to set up, and with the promise that you will avoid probate and legal fees. But relying on those payable upon death designations can be risky, and you certainly might want to reconsider. Give our office a call at 919-823-6588 and we'll make sure you explore all of your planning options.
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At Carolina Family Estate Planning, we understand that creating an estate plan is not the easiest topic to discuss. Perhaps the discussion started after a major life change, like a birth in the family or a loved one’s move to a nursing home. Regardless of the reason, rest assured that our firm is dedicated to providing members of the communities of North Carolina with extensive resources to help you make the best decision for you and your family.
Learn every aspect of how to completely plan an estate in North Carolina:
Wills, Trusts, and Estate Planning
Alzheimer's Planning
Asset Protection
Medicaid and Long-Term Care
Veterans’ Aid & Attendance
Executors, Trusts & Probate
Protecting Minor Children
Resources for People with Disabilities
Carolina Family Estate Planning
201 Commonwealth Ct 100
Cary, NC 27511
Phone: 919-823-6588
email: info@carolinafep.com
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