Medicaid Planning Attorney in Raleigh
Protect What Matters Most with Personal, Transparent Medicaid Planning
When a loved one needs long-term care, the financial strain and uncertainty can feel overwhelming. Working with a Medicaid planning attorney in Raleigh can help your family understand eligibility requirements, protect what you have built, and ensure necessary care—without risking your savings. We offer affordable, one-on-one attorney guidance combined with practical solutions so you receive clear answers from your first contact with us.
At NC Wills & Trusts, we believe every North Carolina family should have access to straightforward Medicaid planning. Our flat fees, direct communication with an experienced attorney, and virtual options mean you can take action confidently, whether you want to plan in advance or need immediate help. We focus on guiding you through a transparent, effective process designed for your peace of mind.
Raleigh families trust us for clarity, convenience, and real support throughout this journey. We show you how professional Medicaid planning can help protect your home and financial security, regardless of your current stage in the process.
Our qualified Medicaid planning attorney is here to assist you. Call (919) 759-6353 to schedule your initial consultation without delay.
Confidently Safeguarding Raleigh Families: Our Approach to Medicaid Planning
The prospect of losing your home or savings to care expenses is stressful. Our mission is to guide Raleigh families through Medicaid planning and asset protection with an approach that is approachable, complete, and budget-conscious. You work directly with our attorney—never handed off to staff—so you get consistent support every step.
Our flat-rate fees, often about half the cost of larger firms, help eliminate the anxiety of unpredictable costs. For extra flexibility, we offer virtual consultations serving all of North Carolina. Because our practice focuses solely on estate and Medicaid planning, you benefit from local experience that addresses your specific needs in the Raleigh region. Our commitment to education ensures you have both the knowledge and the resources needed to plan for your family’s future.
Why Asset Protection & Medicaid Planning Matter in North Carolina
Families in Raleigh often find that the costs of assisted living or nursing homes can rapidly exhaust savings and put primary assets, like a family home, at risk. Long-term care in North Carolina frequently exceeds $80,000 per year—a barrier for many without the benefit of proactive Medicaid planning. If you navigate Medicaid rules alone, you might encounter problems such as transferring property too late or missing required documentation, which can lead to a denial of benefits and added financial stress.
The Medicaid eligibility process in North Carolina includes a five-year look-back on asset transfers and strict income thresholds. Many people do not realize how easily a small mistake can impact qualification. Acting early, or even when a loved one is entering a Raleigh care facility, can still provide positive outcomes. At NC Wills & Trusts, we help protect your assets, shield your savings, and secure financial stability—all with a process tailored to North Carolina’s specific requirements.
How We Guide You Through the Medicaid Planning Process
You start with a conversation focused on your unique goals and concerns. When you contact us, you speak directly to our attorney who listens, answers your questions, and explains your options. Together, we review your finances, property, and plans for care to outline Medicaid planning strategies that match your family’s North Carolina needs.
We break the process into clear, manageable steps:
- We review your financial details and asset ownership to identify key issues for Medicaid eligibility.
- We explain which documents you will need and how each step addresses requirements for Raleigh and surrounding communities.
- We help you gather records and navigate any unique family considerations with guidance tailored to North Carolina regulations.
- After we complete your personalized plan, we confirm your understanding, answer new questions, and continue to support you through the application process as needed.
- We offer transparent, flat-rate pricing that covers the full process, so you never worry about extra charges for meetings or document reviews.
Throughout your Medicaid planning journey, we ensure you feel informed, empowered, and supported at every stage.
Understanding Medicaid Eligibility & Asset Protection in North Carolina
Medicaid eligibility in North Carolina is shaped by state-specific income limits, asset-test rules, and a five-year look-back window for certain transfers. Many Raleigh families are surprised to learn that gifts made within those five years or “hidden” untitled property could harm eligibility. Working with a Medicaid planning attorney who deeply understands these NC Medicaid rules is critical to protecting your benefits and preventing setbacks.
We provide Raleigh clients with strategies that may include:
Common North Carolina Medicaid planning services we discuss include:
- Identifying non-countable assets and using state-approved planning tools
- Implementing irrevocable trusts or updating beneficiary designations when appropriate
- Reviewing the need for advance directives and financial powers of attorney
- Coordinating spend-down strategies to ensure compliance before applying
- Assisting with documentation for the North Carolina Division of Health Benefits
Because our practice is exclusive to estate and Medicaid planning, we stay current with regulatory changes and local practices in the Raleigh area. We adapt strategies for your real needs, not just what works in theory. This helps you feel secure in your choices now and in the years ahead.
Need a Medicaid planning attorney? Our skilled team is prepared to stand by your side. Contact us right away for an initial consultation.
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Accessible Pricing
Estate planning should be accessible to everyone. Our flat fees are often one-third to one-half the cost of traditional firms—without sacrificing quality or care.
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Direct Attorney Access
Every client works directly with attorney Kevin Peach, ensuring personalized guidance and expert insight from start to finish—never passed off to support staff.
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Transparent Service
No hidden fees, no pressure tactics. We’re committed to making the process clear, simple, and easy to understand—so you can plan confidently.
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Rooted in Community
As a Raleigh native, Kevin Peach brings a local perspective, empowering clients through free webinars and educational resources.
Five-Star Reviews From Happy Clients
See the Difference Our Personalized
At NC Wills & Trusts, your satisfaction is our priority! See for yourself what our clients have to say about working with us.
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"I highly recommend NC Wills and Trusts"Kevin did a great job with our estate planning documents. We had lots of questions which he answered promptly and thoroughly. We were anxious to get our affairs in order and he was very responsive and reasonably priced. I highly recommend NC Wills and Trusts for your estate planning needs.- P.B.
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"He was very polite and knowledgeable."Kevin was really helpful. He finished our required documents quickly. He answered all of our questions. His fees are quite affordable. He was very polite and knowledgeable.- S.S.
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"I would highly recommend him."Attorney Peach is thorough in details and explanations. He is also very easy to talk with. I would highly recommend him.- B.E.
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"Very helpful and delivered"
These folks do great work Mr. Peach was on time very helpful and delivered
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"Very smooth process."I had my Trust/Will prepared by Kevin Peach. Very smooth process. Kevin was a pleasure to work with, very professional and informative, and completed the documents on a timely basis. I highly recommend NC Wills & Trusts to anyone who needs a Living Trust and Will prepared.- S.P.
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"Kevin was amazing to work with!"Kevin was amazing to work with, very knowledgeable, and very timely. His prices and processes are clear and transparent. He answered all of my questions. If you want timely service without the runaround, NC Wills and Trusts is for you!- Q.S.
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"Very polite and professional"Mr. Peach is very polite and professional. My mother’s passing put my father in a position to have to redo his will and estate. I felt my Dad would be more comfortable at home with this process and Mr. Peach was happy to do so. Great experience.- J.M.
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"Personalized Service & Reasonable Fees"We had a very positive experience with Kevin Peach. He was responsive, patient, and answered all our questions. Our documents were prepared with a quick turnaround time. NC Wills and Trusts offers personalized service paired with reasonable fees.- C.S.
Common Questions About Medicaid Planning
Raleigh families often come to us with detailed questions about Medicaid eligibility, planning options, and what makes our approach unique. Our goal is to answer clearly and directly, so you always know where you stand.
How do your flat rates for Medicaid planning work?
We clearly state your flat fee before any services begin. This covers all attorney meetings, document review, and ongoing guidance during planning. Fixed pricing removes financial surprises, allowing Raleigh clients to budget with certainty. Our transparent approach is core to what makes us a preferred choice for Medicaid planning in the area.
Can you help if my loved one is already in a Raleigh nursing home?
Yes, help may still be available even after a loved one enters a Raleigh care facility. The right planning steps depend on specific timing and the individual’s financial history. When you contact us, our attorney will explain what's possible and help you navigate North Carolina's options, including crisis planning, which can be highly time-sensitive.
What documents or information will I need for my consultation?
For your first meeting, bring recent account statements, property deeds, records of any gifts made in the past five years, and details about income and expenses. If you're missing any items, we provide a checklist and explain what matters most for Medicaid planning in North Carolina. Our onboarding is step-by-step and supportive, reducing stress and confusion.
How does estate planning relate to Medicaid eligibility in North Carolina?
Estate planning and Medicaid planning are closely linked. Setting up estate tools such as wills, trusts, and powers of attorney in line with North Carolina law helps protect assets and smooth the Medicaid application process. Our focus on both estate and Medicaid planning ensures your family receives a comprehensive plan designed for your unique situation in Raleigh.
Can your attorney meet virtually, or do I need to visit your office in Raleigh?
You can choose whichever is easiest. Many clients prefer virtual consultations for convenience, especially when caring for family. Our virtual services deliver the same thorough attention and individualized support as in-person meetings. You receive professional Medicaid planning guidance tailored for families in Raleigh and across North Carolina.
What makes your Medicaid planning approach different from other law firms?
Unlike firms that offer a wide range of services, we focus exclusively on estate and Medicaid planning for North Carolina families. Our flat fees are often about half the cost of bigger firms, and you work directly with our attorney—from start to finish. We also prioritize education, so you always understand your options and obligations. This focus makes us a trusted choice for Medicaid planning in Raleigh.
Planning Ahead: Next Steps for Raleigh Families
Medicaid planning does not have to be intimidating or complex. By reaching out to NC Wills & Trusts, you gain access to supportive guidance, honest answers, and cost clarity from the beginning. Scheduling a consultation is simple, and we ensure you know exactly what to expect—every step of the way.
We work to make planning straightforward and comfortable for households across Raleigh, removing financial confusion and streamlining the process. With flat fees, personalized service, and flexible meeting options, our team is devoted to helping you protect your future.
Contact us today at (919) 759-6353 to schedule your Medicaid planning consultation with an attorney ready to support your Raleigh family.