Carolina Family Estate Planning

Carolina Family Estate Planning Estate & long-term care planning, wills, trusts, powers of attorney, asset protection, nursing home

Estate & long-term care planning, wills, trusts, powers of attorney, asset protection, nursing home Medicaid and VA benefits, special needs trusts

At CFEP, children’s safety and future always come first. 💚 Parenthood comes with many responsibilities, and one of the m...
10/30/2025

At CFEP, children’s safety and future always come first. 💚 Parenthood comes with many responsibilities, and one of the most important is making sure your children are protected if something unexpected happens.
That’s why we created Children’s Safeguard Planning, a way to help families cover all aspects of a child’s well-being and future care.

To help you get started, we’ve put together a free resource:
📘 “The Children’s Safeguard Planning Guide”
👉 Download your copy here: http://bit.ly/4nA7RlU

📞 Questions? Call us at 919-646-6552
🌐 Or schedule a case assessment: https://cfep.as.me/schedule.php?appointmentType=19674699

Happy National Cat Day! 🐾Cats rule the house—but who rules their future?Did you know you can include your pets in your w...
10/29/2025

Happy National Cat Day! 🐾

Cats rule the house—but who rules their future?
Did you know you can include your pets in your will or trust? That way, their care (and cuddles) are always protected. 💚

Learn more about Estate Planning when your pets outlive you! https://www.carolinafep.com/library/pet-trust-attorney-cary-nc.cfm

⚠️ Don't lose your home to long-term care costs. Learn how North Carolina Medicaid works, the 60-month look-back period,...
10/28/2025

⚠️ Don't lose your home to long-term care costs. Learn how North Carolina Medicaid works, the 60-month look-back period, and how to protect your assets with a legal plan.

Planning for long-term care can be one of the most stressful challenges a North Carolina family faces. The cost of nursing home or in-home care is a significant financial risk that can quickly deplete a lifetime of savings and threaten a family's legacy. For many, the road leads to Medicaid, a government program that pays for long-term care for those who qualify.

In this blog post, we’ll dive into the basics of Medicaid and how to plan effectively to protect your assets and ensure a secure future. Click here to read the full article: http://bit.ly/3J3QWtG

10/27/2025

Trusts aren’t only for the wealthy—they’re for families who want clarity and protection. Here are 3 big reasons to consider one:
✔️ No probate headaches
✔️ More privacy for your family
✔️ Control over how your assets are used

Planning ahead today means less stress tomorrow. Not sure where to start? 📞 Call us now at 919-646-6552 or schedule your free case assessment here: https://cfep.as.me/schedule.php?appointmentType=19674699

Please join us in wishing a very Happy Birthday to our DevOps Assistant, Carl Naces! 🥳 We hope your day is filled with l...
10/26/2025

Please join us in wishing a very Happy Birthday to our DevOps Assistant, Carl Naces! 🥳 We hope your day is filled with laughter, good memories, and of course… cake! 🎂✨

10/24/2025

𝐄𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞, 𝐢𝐭’𝐬 𝐟𝐨𝐫 𝐩𝐞𝐚𝐜𝐞 𝐨𝐟 𝐦𝐢𝐧𝐝 𝐭𝐨𝐝𝐚𝐲.
This free webinar will help you protect what you’ve built and make life easier for the people you love.

📚 No legal jargon
📍 Easy to attend from home

Coming up Dates
Saturday, October 25th at 10:00 AM
Thursday, November 6th at 6:00 PM
Wednesday, November 12th at 1:00 PM

➡️ Register now: http://bit.ly/45TAweu

Happy National Paralegal Day! 💼✨Today we celebrate the incredible paralegals who keep CFEP running smoothly—Amanda Wood,...
10/22/2025

Happy National Paralegal Day! 💼✨
Today we celebrate the incredible paralegals who keep CFEP running smoothly—Amanda Wood, Ann-Michelle Van Eepoel, Ariane Ahaja, and Arlene Hubbard. 💚

Your attention to detail, compassion, and dedication make a real difference for our clients and for our team every single day. Thank you for all that you do!

We love hearing feedback! 💚 If you haven’t attended yet, don’t worry. Our FREE estate planning workshops are happening a...
10/21/2025

We love hearing feedback! 💚 If you haven’t attended yet, don’t worry. Our FREE estate planning workshops are happening again this week, and you’re invited.
Here’s what you’ll learn:
✔️ How to make probate easier and avoid extra costs
✔️ Ways to protect your savings from long-term care expenses
✔️ The differences between wills, trusts, and other key documents

🗓️ Upcoming Dates:
Thursday, October 23rd at 1:00 PM
Saturday, October 25th at 10:00 AM
Thursday, November 6th at 6:30 PM

📍 Online — attend from anywhere
➡️ Reserve your seat today http://bit.ly/45TAweu

Know someone who should attend? Share this post or tag them in the comments!

Address

51 Kilmayne Dr Ste 200
Cary, NC
27511

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19194433035

Website

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