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!
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Is Your Graduate Prepared for Leaving the Nest?Client Services Specialist Cheryl Karlos discusses an important topic parents need to address before their young adult children head off to college.
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Are You Leaving Enough To Your Minor Children?Cary, NC estate planning attorney, Jackie Bedard, discusses the importance of life insurance as part of your estate plan if you have minor children
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Five More Tips for CaregiversCary, NC long-term care planning attorney, Jackie Bedard, discusses additional tips for family caregivers
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Powerful Protection for Your Child's InheritanceWith a comprehensive estate plan, parents and grandparents have a tremendous set of tools they can use to protect assets left their family.
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Estate Planning attorney Jackie Bedard has been named a Super Lawyers Rising Star from 2017-2020.The Rising Stars list is limited to 2.5% of attorneys from over 70 different practice areas. Congratulations to Jackie Bedard for becoming a part of this 2.5%.
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Take the Plunge to Make 2017 Your Best Year Yet!We hope this year, when you see an opportunity to knock out a stubborn goal, or spend some quality time with your family, you'll seize it.
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What Does a Trump Presidency Mean for Client's Estate Planning?Jackie Bedard, Cary, NC Estate Planning attorney shares an analysis piece on what the future of estate planning could look like under a Trump administration.
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Government Targets Small BusinessJackie Bedard, Cary, NC estate planning attorney and author explains a new regulatory proposal that would place limits on a common technique used to transfer interests in family businesses.
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A Battle Over Muhammad Ali's Estate EnsuesThe Muhammad Ali Estate is heading straight for an uphill battle. Who will win?
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Estate tax turns 100Cary, NC estate planning attorney shares the history of the federal estate tax