What do the attorneys at Carolina Family Estate Planning Law Firm have to say about wills, trusts and estate and long term care planning?

Information on North Carolina estate planning, wills, trusts, powers of attorney, and long-term care planning.

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  • WWPD This was the headline on the Washington Post’s Style section one day last month: WHAT WOULD PRINCE WANT? TWO YEARS LATER HIS ESTATE IS A MESS ...
  • Stan Lee's Latest Cameo . . . in an Elder Care Fiasco Without Stan Lee a lot of people would have had a lot more time on their hands last weekend - there would not have been an Avengers: Infinity War to go see.
  • How Estate Planning is like Shopping for a Car Like car shopping, estate planning is not a one-size-fits-all endeavor. A law firm should be willing to work with you to understand your goals and help you figure out the best plan that fits your budget.
  • Tax Reform is Here: What You Need to Know On December 20, 2017, Congress passed a sweeping tax reform bill (the “Act”) that changes the planning landscape for corporations, small businesses, and individuals. President Trump signed the Act into law on December 22, 2017. The Act became effective on January 1, 2018. While you can find detailed summaries online regarding the key income tax changes, I wrote this memo to highlight changes relating to estate planning, seniors, or those with special needs.
  • Reviewing your Estate Plan: Five Areas to Consider Estate and Long-Term Care Planning Attorney Jackie Bedard discusses the importance of updating your estate plan and reviewing changes from the previous year.
  • "What If My Heirs Don't Want My Heirlooms?" In a recent article in the New York Times, the author handles a question that might be a little uncomfortable for some families: what if your children or grandchildren don't want the heirlooms you've been holding onto for them?
  • Think Twice about Relying on POD & TOD Designations Estate and Long-Term Care Planning Attorney Jackie Bedard discusses what can go wrong when using Payable on Death and Transfer on Death designations to transfer assets to your heirs.
  • Going on Vacation? Get Your Ducks in a Row First! Estate Planning Attorney Jackie Bedard discusses steps you need to take with your planning to prepare for vacation travel.
  • Powerful Protection for Your Child's Inheritance--Part 2 Many people overlook some of the biggest risks to their family—creditors, predators, and divorce. With a comprehensive estate plan, parents and grandparents have a tremendous set of tools they can use to protect the assets that they leave to their family.
  • Mortgage Interest Deduction Doubles for Unmarried Cohabitants Jackie Bedard, Cary, NC attorney and estate planning attorney discusses the "marriage penalty" for income tax purposes