What We Do

Estate Planning

Good estate planning starts with a good plan if you want to insure that what you worked long and hard for goes where you want it to go — quickly and cost-effectively. It’s the first step in achieving your future plans and peace of mind. We provide the best estate planning tools, guidance, and strategies to achieve your long-term goals and to safeguard your lifestyle, your heirs, and your assets against unpredictable future events and tax liabilities.

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VA Pension Benefit

We are here to help clients learn the basics of Care Assistance Planning for veterans, their spouses, and their widows and widowers BEFORE they begin rearranging assets.

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Medicaid Planning

When it comes to Medicaid’s assistance with Long Term Care Planning for seniors, there are different programs for different needs. The rules are constantly changing, and the rules for federal programs can vary from state to state. North Carolina’s Medicaid program changes so frequently that there is no printed handbook for navigating the system; there is only an online avalanche of 200,000+ rules that are subject to change from day to day.

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Financial & Insurance

The Care Assistance Center, LLC also handles guaranteed safe investments for our clients in the form of fixed and indexed annuities and life insurance. We offer clients a comprehensive system for analyzing their goals, determining the best investments to meet their needs at their stage of life, and then, in conjunction with other professionals, provide the appropriate investments.

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