Carolina Family Estate Planning focuses its practice on educating the community on how they can prepare their families for life after they are gone.
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Surprise! The SECURE Act StinksEffective Jan 1, 2020, the SECURE Act makes potentially catastrophic changes to tax treatment of retirement accounts passed down upon the originator's death.
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Blended Families & the Lifetime QTIPBlended families have unique estate planning challenges which can be exacerbated if one spouse is wealthier. The Lifetime QTIP is a potential solution.
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Answers to Important Questions about Our FirmIn the 6-step process for choosing an estate planning process, we presented a set of questions you should ask your law firm. Here are our answers.
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How Not to Get Ripped Off: A 6-Step System for Finding the Right Estate Planning Firm for YouChoosing an attorney for your will or trust doesn't have to be hard. Our client provided us with his 6-Step System for Finding the Right Estate Planning Firm.
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Choosing a Trustee: Advantages & Disadvantages of an Individual Trustee vs. a Bank or Corporate TrusteeWith the popularity of trusts in NC, many clients ask whether it's smart to name an individual as trustee, or if they should select a bank or corporate trustee.
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Will You Accidentally Disinherit Your Children?Cary, NC wills & trusts attorney, Jackie Bedard, shares common ways that parents accidentally disinherit their children
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Understanding TrustsCary, NC trust attorney, Jackie Bedard, provides an introduction to understanding trusts
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Choosing the 'Least Evil' Person as TrusteeJackie Bedard, Cary, NC estate planning attorney shares insight on choosing a trustee for your living trust
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Could A Client's Competency Be Questioned?Thinking of changing your healthcare power of attorney? Jackie Bedard, estate planning attorney shares a few questions you should ask yourself and consider.
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Will There Be a Formal Reading of My Will?Jackie Bedard, Cary area estate planning attorney sheds some light on the formal reading of wills.