FREE WORKSHOPS

FREE Workshop:

 

The 7 Threats to Your Family’s Security

 

Thursday, November 26th, 10:00 a.m. to Noon

OR

Thursday, December 5th, 6:30 to 8:30 p.m.

 

Where:
Carolina Family Estate Planning
51 Kilmayne Dr., Suite 203
Cary, NC 27511
Click here for map

 

Seating is limited. RSVP Required. Reserve your spot…

By Phone or Email:Call our office at (919) 443-3035 or email our client services coordinator, Aimee Hardesty, at aimee@carolinafep.com

You’ve worked hard for what you have. You should decide what happens to your assets now and when you’re gone. Join us for a free workshop and discover how simple it can be.
Discover how to protect yourself and your family from:

  • Nursing home costs and the 3 big myths of Medicaid qualification
  • Children’s indiscretions, their spouses and divorce
  • Lawsuits and creditors

All while you remain in control:

  • You control your assets until death
  • You retain all income from your assets
  • You qualify for Medicaid in the shortest time possible, if needed
  • You receive favorable income and estate tax treatment

You’ll also discover:

  • What probate is and why you may want to avoid it
  • Why most living trusts don’t work and how to make sure your trust meets your goals
  • How to make life easier for your loved ones in troubling times

Is This Workshop for You? The workshop is designed for…

  • Those without a plan who don’t know where to start
  • Those interested in protecting their family’s wealth from being siphoned off by creditors, divorce or taxes
  • Those who have seen loved ones or friends pass away, leaving a mess and added stress and frustration to those left behind
  • Someone who already has a will or trust, but has doubts as to whether it’s the best plan for their family
  • Anyone that has wondered how they will pay for a nursing home for themselves or a loved one

Remember, seating is strictly limited, so contact Aimee to reserve your seat today: (919)443-3035 or email aimee@carolinafep.com

 

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