Estate Planning and Wealth Preservation

Government Agencies

Internal Revenue Service

NC Department of Revenue

Social Security Administration

NC Secretary of State

Recourse Sites

EstatePlanning.com – A comprehensive website to help you better understand estate planning and the estate planning process.

End-of-Life Planning Resources

The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care.

DNR & MOST Form Information

NC Information on Advanced Directives

Articles

Estate Planning Basics

Taxes that Affect an Estate

Elder Law and Long Term Care Planning

Government Agencies

Medicare – The US Official Government Site for Medicare

Social Security Administration

US Department of Veterans Affairs

The NC Achieving a Better Life Experience (ABLE) Act

NC Department of Aging and Adult Services  Department of Health and Human Services/Medicaid

NC PACE Program – The Program of All-Inclusive Care for the Elderly (PACE) is a managed care program for older adults. This program features a comprehensive service delivery system, and integrated Medicare and Medicaid financing.

NC Licensed Facility Listing  Searchable listings of all licensed care facilities in North Carolina

Residential Care Resources

About Assisted Living

NC Licensed Facility Listing

Elder Abuse Resources

National Council for Aging Care’s Guide on Elder Abuse

NC Adult Protective Services

End-of-Life Planning Resources

The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care.

DNR & MOST Form Information

NC Information on Advanced Directives

Veterans

VA Aid and Attendance (A&A) 

Other Resources and Tools

AARP Prepare to Care booklet for family caregivers

Alzheimer’s Association

  • LiveWell Online Resources provide individuals living in the early stages of Alzheimer’s disease or other dementia’s with information on living a quality life for as long as possible.
  • Planning Ahead The sooner planning starts, the more the person with dementia may be able to participate.

American Society on Aging

CDC Guide to Fall Risk Reduction

Family Caregiver Alliance

Guide to Long Term Care Planning

HomePay “Nanny Tax” – What are the tax requirements for hired home care providers?

National Association of Area Agencies of Aging

National Senior Citizens Law Center