Welcome! Pull up a chair and grab a frosty glass of lemonade. Prepare to benefit from our years of experience in researching legal briefs, journals, and case studies as we dive into the wild world of estate planning and administration!
Do You Need To Speak With An Experienced Estate Planning Lawyer In North Carolina?
If you have questions about creating an estate plan, find yourself going through probate, are concerned about your loved one's financial needs if you were to pass away or even just curious about business succession planning, the experienced lawyers of Carolina Family Estate Planning are here to help! Contact us online to schedule your consultation or you can call our Cary office directly at 919.891.8290. We serve clients throughout North Carolina including Cary, Apex, Clayton, Durham, Holly Springs, Morrisville and Raleigh. We look forward to helping you!
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New Disclosure Rules Will Expose ‘Hidden’ Fees inside Retirement PlansAdvisors know there's a host of unknown costs and fees lurking inside a client’s 401(k) plans, IRAs and other retirement accounts.
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Grantor Charitable Lead Annuity Trust: An Opportunity For End Of Year Deduction And Leveraged GiftingGrantor Charitable Lead Annuity Trusts can help you “have your cake and eat it too” when it comes to end of the year tax deductions and gifting options.
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Another State Sees the Value in Allowing Asset Protection TrustsHawaii recently embraced Asset Protection Trusts, which can help professionals in high-risk jobs protect assets from lawsuits and predatory creditors.
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A Trust Can Save Your Client from a Court-Appointed GuardianshipFrench judge places L'Oreal heiress, Liliane Bettencourt, 88, under the guardianship of her daughter and two grandsons. By Attorney Jackie Bedard.
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Advice on Medicare and Medicaid from a Wills and Trusts Lawyer in Cary, North CarolinaOur North Carolina long-term care planning attorney discusses some of the differences between Medicare and Medicaid.
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Cary Estates Lawyer Suggests Letting Your Teens Know Now About Their InheritanceExplaining your estate planning choices to your teenage child regarding his or her inheritance can help prevent any confusion should you pass away unexpectedly.
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Cary Estate Planner Asks, “Is Your Power Of Attorney Powerful Enough?”Estate planning attorney, Jackie Bedard, discusses common pitfalls of fill-in-the-blank powers of attorney.
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The Role of a Successor Trustee during Trust Administration in North CarolinaEstate Planning attorney in North Carolina, Jackie Bedard, discusses the role of Successor Trustees and Beneficiaries after the death of a loved one.
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Updating Your Will and Estate PlanEstate planning is not just something you can do once. Attorney, Jackie Bedard, discusses some of the factors that can impact an estate plan over time.
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White Knuckles: Riding the Rollercoaster of Family Business Succession PlanningEstate planning attorney, Jackie Bedard, discusses the importance of succession planning to the succession continuation and transfer of family businesses from