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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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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Cary Wills and Trusts Lawyer Offers Ways to Approach “Tough Conversations” With Mom or DadQuestions you should ask your parents and how to approach these tough conversations. By: Jackie Bedard, Carolina Family Estate Planning
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Power to Sell CRT Annuity Adds FlexibilityCharitable Remainder Trusts are powerful tools for estate, tax, and financial planning. By: Jackie Bedard, Carolina Family Estate Planning
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BUREAU OF MISSING ESTATE PLANS: CASE FILE #2: THE BUSTED BUY-SELLBusiness Succession plans need to be properly funded, reviewed regularly, and updated as the business value and tax law changes. By: Jackie Bedard, Carolina
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Cary Trusts Lawyer Answers, ‘What Are Charitable Trusts All About?’If there is an organization or charity that you support financially, our Estate Planning attorneys urge you to consider setting up a charitable trust.
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An Estate Plan for Santa ClausWhat if Santa and Mrs. Claus decided to do an estate plan? Although they would doubtless be great clients, the actual plan could be challenging.
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Deadline Nears for Reporting Option That Applies to Many Large EstatesExecutors of the estates of decedents who died in 2010 can opt out of the estate tax, and elect to be governed by the repealed carryover basis rule.
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Designating a Charitable Gift with Your Cary Wills LawyerAs a wills lawyer in Cary, it is always gratifying to see clients who are both able and willing to use their assets to support their favorite cause or charity
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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.