Cary Estate Planning

Why Cary Estate Planning? Well, here's a little bit "About Us"... Special thanks to Eric Krehbiel with Reel Worx Video for the excellent work on this project! #HonestPlanning #EstatePlanningLawyer #YourPeaceOfMind  #OurPassion #CaryEstatePlanning #ReelWorksVideo

Securing your legacy might mean disinheriting a spouse, child, or other relatives. Working with a firm that demonstrates expertise and empathy can make an uncomfortable process much easier. Find out more in the month's 𝑇ℎ𝑒 𝐶𝑎𝑟𝑦 C𝑜𝑛𝑛𝑒𝑐𝑡𝑖𝑜𝑛. https://lnkd.in/eZw82c-R #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork #Disinheritance

If famous people can teach us one thing, let it be the lesson of how guardianship can protect our loved ones. https://lnkd.in/edBjdaJf #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork #Guardianship

🥀 Loss does not have to get in the way of your legacy. Losing a spouse is a profound and life-altering experience. For widowers, it's crucial to revisit your estate plan as a part of your healing journey. Start with reviewing and updating your will and trust documents to ensure they align with your current wishes. If your spouse was designated as your financial or healthcare power of attorney, appoint a new representative to handle both your financial and medical decisions in case of incapacitation. Update beneficiary designations on all financial accounts, including: 1.) Retirement accounts (401(k), IRA) 2.) Life insurance policies 3.) Pension plans 4.) Bank accounts These accounts typically pass directly to the named beneficiary, regardless of what's written in your will. Many widowers find themselves with jointly held assets that need to be addressed. Update real estate title and mortgage documents to reflect your sole ownership. Inform the bank and provide the necessary documentation to transfer ownership. Making a list and reviewing all jointly held assets will ensure alignment with your financial goals. Our team understands that navigating these complex financial and legal matters can be overwhelming, especially during a time of grief. Take your time to grieve, process your new situation, and reach out for guidance. #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork

Love can mean ensuring your legacy remains current. Show your loved ones you care this February by reflecting on your estate plan and make the necessary updates. Learn more in this month's 𝑇ℎ𝑒 𝐶𝑎𝑟𝑦 𝐶𝑜𝑛𝑛𝑒𝑐𝑡𝑖𝑜𝑛 https://lnkd.in/ecRgHmib #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork

💰 You don't have to be "rich" to create generational wealth. Working with clients of all socioeconomic backgrounds, we're here to tell you that generational wealth goes beyond simply passing on money. Creating generational wealth has more to do with providing the support and knowledge needed for the next generation to succeed financially. Instead of just focusing on growing the number in your bank account, consider these strategies to enhance your estate plan and set your heirs up for success: 1.) Pass on financial wisdom: Share your experiences and lessons learned about money management with younger family members. This can help them avoid common pitfalls and make better financial decisions. 2.) Comprehensive estate planning vs. creating documents: Anyone can obtain documents, but not everyone will be provided protection. A strategic, comprehensive plan is the most effective way to ensure your legacy is passed on the way you envision and avoid any gaps for disputes. 3.) Be tax-efficient: Consider the tax implications of different types of inherited assets. For example, leaving behind a Roth IRA or real estate assets may be more tax-efficient than a traditional IRA. 4.) Adjust your plan regularly: Your estate plan should evolve with your life circumstances. Regular reviews and adjustments every 3-5 years will help ensure your plan stays accurate. Remember, you don't need millions to create generational wealth. It's about making the most out of the assets you do have and taking the steps to fortify your estate plan. #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork #GenerationalWealth

📍 We're in North Raleigh! Our 2025 is off to an exciting start as we announce our brand-new North Raleigh office! With this new space, we are excited to provide more accessibility to our comprehensive estate planning services for families and individuals in the North Raleigh and Wake Forest area. Conveniently situated inside I-540 and just southeast of the Six Forks Station Shopping Center, our new location is a step forward in our mission to ensure no one is ever too far away from peace of mind. 9121 Anson Way, Suite 235, Raleigh, NC 27615 #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork #NorthRaleigh

🤷 What Are the Benefits of Trustee Services? When appointing a trustee, most people consider family members first. After 6+ years of providing comprehensive trust planning, we know not everyone has that option. Nevertheless, we believe everyone deserves peace of mind when it comes to all aspects of their estate plan; that's why we offer in-house Trustee Services. You can trust our team to step in when loved ones can't offer: - Financial competency - Objective decision-making - Continuity of management The result? A sigh of relief for you and your beneficiaries, knowing your trust is in expert hands with your best interests as the top priority. Interested in learning more about our Trustee Services? Contact us today! ☎️ 919-659-8433 🌐 https://lnkd.in/dz8MPcR #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork #TrusteeServices #ThirdPartyTrustee

👨👩👧👦 "How do I approach estate planning with a blended family?" In the past 6 years, we've worked with thousands of families, and one is never like the other. In fact, over half of Americans are part of a blended family at some point, all presenting their own various unique circumstances. If you have a blended family, these are six key considerations to keep in mind when getting your estate plan in place: 1.) Utilize trusts: Avoid probate delays and costs by setting up trusts. They offer more control over asset distribution and can minimize taxes for large estates. 2.) Review documents regularly: Update wills and trusts after major life events like births, deaths, divorces, or marriages. 3.) Conduct beneficiary audits: Review assets with named beneficiaries (e.g., life insurance, 401(k)s) every three years to ensure they're going to the right people. 4.) Plan for sentimental items: Create an inventory list for emotionally valuable assets to prevent potential conflicts. 5.) Update health care directives: Ensure your end-of-life care wishes are clear and designate the right person to make medical decisions on your behalf. 6.) Consider a professional fiduciary: Professional fiduciaries provide neutral, skilled management of your estate and reduce family conflicts. Remember, open communication with all family members about your decisions is the key to ensuring your wishes are seen through and your legacy is preserved exactly the way you envision. #CaryEstatePlanning #NCEstatePlanning #PlanningNotPaperwork #BlendedFamily

Start your 2025 with protecting the best interest of your trust and your loved ones by utilizing our new Trustee Services! Learn more our new service in this month's 𝑇ℎ𝑒 𝐶𝑎𝑟𝑦 𝐶𝑜𝑛𝑛𝑒𝑐𝑡𝑖𝑜𝑛 https://lnkd.in/eXvDusvn #CaryEstatePlanning #EstatePlanning #TrusteeServices