FREE Workshop:


The 7 Threats to Your Family’s Security


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


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


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

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


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