919-659-8433

NC Planning | Cary, NC Estate Planning

 

Your Peace of Mind. Our Passion.

Estate Planning Lawyer

Cary, NC Estate Planning Lawyer Paul Yokabitus

More Than Just a Transaction

Your peace of mind is our passion. We don’t believe in the traditional practice of law. This isn’t a “Dollars for Documents” proposition. Forget billable hours, we hate them as much as you do. This is our promise to you:

  • No Up-Selling: Legal planning that is only in YOUR best interest, nothing more and nothing less;
  • No Surprise Fees: You’ll only be charged a fixed fee that is agreed upon ahead of time in writing – no surprise invoices or unexpected charges;
  • Open and Transparent Communication:  We’ll talk as much or as little as you need, and coordinate with your financial team as much as is needed – all at no additional charge. We want you to be in a place of comfort, confidence, and understanding.
  • Relationship First: We don’t just take your money and shuffle you out the door. We take the client-attorney relationship very seriously and maintain that relationship for the long haul. You get continuous and consistent communication from us and we’ll be hear for you whenever you need us: major event or minor question.
  • Client Service as a Priority, Not an Afterthought: We have crafted our entire practice around the client experience. From the multiple office locations, to the way we structure our fees, and the set-up of our meeting rooms, we have you in mind first and foremost. Our flexible payment options also make our legal planning cost effective and cashflow friendly.
  • No Barriers to Entry: No consultation fees, in-person and phone call options, multiple office locations, and flexible scheduling options. We bend to fit your needs, not the other way around.

If this is the experience you’ve been looking for from a law firm, we look forward to speaking with you.

Call Us Now: 919-659-8433


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Call us Now: 919-659-8433

Our Most Recent Articles

Federal Estate Tax Exemption for 2018

Federal Estate Tax Exemption for 2018

The Tax Cuts and Jobs Act of 2017 (the “Act”) was signed into law on December 22, 2017. With it...

Tax Reform 2017: What Can We Expect?

Tax Reform 2017: What Can We Expect?

How Will Estate Planning and Business Be Impacted by Tax Reform? While there hasn’t been a bill that has passed...

What Happens if a Spouse Dies Without a Will in NC?

What Happens if a Spouse Dies Without a Will in NC?

Spouse Dies Without a Will in NC – What Now? A common question we receive is “what happens if a...

Medicaid Long Term Care: Exempt Transfers

Medicaid Long Term Care: Exempt Transfers

Under Medicaid regulations, there are several types of Exempt Transfers which will not be penalized if made by the applicant prior to applying.

Applying for Medicaid Too Late or Too Early

Applying for Medicaid Too Late or Too Early

The timing when an individual, or their "authorized representative", apply for Medicaid is extremely important. Applying too early or too late can result in significant unintended consequences.

Medicare and Nursing Home Care in North Carolina

Medicare and Nursing Home Care in North Carolina

It would make sense that Medicare should pay for nursing home care. Well, when it comes to long-term care in a nursing home, Medicare just doesn't cover it - at least not all of it. 

Medicaid Long-Term Care Eligibility and Your Home

Medicaid Long-Term Care Eligibility and Your Home

The Medicaid application in North Carolina can be a tricky minefield for people experiencing it for the first time. Disability, income, assets - all with different standards and different ramifications on your (or your loved one's) eligibility. And while not all assets are treated equally, how you respond to a certain eight word question can have a very significant impact on Medicaid eligibility and future medical treatment.

What is the Difference Between Medicaid and Medicare?

What is the Difference Between Medicaid and Medicare?

Cary, NC Elder Law Attorney Both are federal programs, both are administered at the federal level by the Center for...

Medicaid Asset Protection Trusts in North Carolina

Medicaid Asset Protection Trusts in North Carolina

If used properly, Medicaid Asset Protection Trusts can help Medicaid applicants keep their home a non-countable asset, but also remove the home from their estate and potential Medicaid Estate Recovery.

Medicaid Spend Down Planning in North Carolina

Medicaid Spend Down Planning in North Carolina

Many people think "Spend Down" means "spend all of the money" - but Spend Down planning actually involves converting assets, not necessarily wasting them. 

Special Needs Planning: What it is, Who it’s for, and Why it’s Important

Special Needs Planning: What it is, Who it’s for, and Why it’s Important

Since October is Special Needs Planning Month, I figured today we would talk about Special Needs Planning, what it really is, who it applies to, what’s the family should think about it seriously and implement planning for themselves.

Five Legal Hurdles North Carolina Small Business Owners Will Face, and How to Handle Them

Five Legal Hurdles North Carolina Small Business Owners Will Face, and How to Handle Them

Small business owners will encounter a number of obstacles, but pro-active planning can help.

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