Setting up your estate plan and your revocable living trust is the first part of the process, but it is not complete until you have funded your trust. It means that you have updated titling and beneficiary designation on your accounts, and this often raises the question of whether clients should retitle their vehicles into the names of their trust. What should you do? It depends. If you were unaware of this information, give our office a call.

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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: [email protected]
http://www.carolinafep.com/