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FREE SPECIAL REPORT:

Discover the 12 Most Common Threats to Your Estate and Your Family’s Future

This report is packed with over 35 pages of information you need to know to protect the well-being of your family and finances.

Inside you’ll discover:

• The 12 most common threats to your estate and how to avoid them with proper planning.
• Why most estate plans fail when they are needed the most.
• How failing to plan could cost your family stress, frustration and hundreds of thousands of dollars unnecessarily.

Get your copy now!

 

Jackie Bedard

Attorney & Counselor at Law
Member of National Network of Estate Planning Attorneys

Jackie Bedard's estate planning practice is focused on guiding clients through the complicated, often confusing, maze of balancing family protection, wealth preservation, and cherished family values in the planning process.

Jackie determined early on that traditional estate planning, which typically only focuses on financial wealth, is far too limited and short-sighted. She believes estate planning should not just be about passing on and preserving financial wealth, but also should include preserving intellectual, spiritual, and human wealth—who you are and what’s important to you.

Jackie is a member of the National Network of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, and the Medicaid Planning Network. Locally, Jackie is member of the Women Business Owners Network of Cary, Pay It Forward BNI, the North Carolina Bar Association, and the Wake County Bar Association.

Jackie earned her Bachelor's of Science degree in Economics at the Massachusetts Institute of Technology and graduated law school magna cum laude in the top 7% of her class at the University of Richmond School of Law.

Jackie resides in Cary with her husband, Dan, and their two dogs, Kylie and Nelly. She is actively involved in the community, a women’s investment club, and civic and networking groups. Jackie also enjoys CrossFit, reading, hiking, cycling, music, and more.

To get to learn more about Jackie, as well as useful advice and information, be sure to sign up for our email newsletter.

You can also connect with Jackie online:

Aimee Hardesty

Client Services Coordinator

Aimee Hardesty, Client Services Coordinator, serves as the liaison between our clients and the rest of the team, guiding clients through the estate planning process. She resides in Apex with her husband, Steve, and their two children, Nathan and Abbey. In her spare time, she teaches group fitness classes at various gyms in the area.  She loves to be active, especially outdoors.  Aimee also enjoys working with youth by volunteering at her church and children's school.

Lorraine Davis

Client Services Assistant

 

 

 

Laney Lyons

Funding Coordinator

 

 

 

Susan Dachs

Funding Coordinator

 

 

 

Bari Vallas

Funding Coordinator

Bari Vallas, Funding Coordinator, expertise lies in asset examination, organization and trust funding.  Bari is a licensed attorney that practiced civil litigation for 20 years before transitioning into the world of trust funding. As Funding Coordinator, Bari assists with the review and organization of asset information for each client, prepares our clients' asset reports, and works diligently with our clients and their financial institutions to make sure their assets are properly titled to coordinate with their estate plans. Bari resides is California with her husband and their four-legged babies.