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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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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Son in coma, mother shocked to find she had little say in his medical care
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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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Do I Have to Pay Income Tax on My Trust Distributions?Some Trust distributions are subject to tax. Distributions can be structured in different ways to achieve the best tax results. By: Jackie Bedard, Carolina
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Blended Families and Retirement Accounts —Is This Combination a Minefield or Opportunity for Advisors?Make sure to coordinate your retirement accounts with your estate planning goals to ensure your wishes will be properly carried out. By: Jackie Bedard, Carolina
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The Estate Planning Attorneys at Carolina Family Estate Planning Can Help Guide You Through Key Questions You Should Ask Before Naming a Trust Administrator or TrusteeEstate Planning attorneys can provide valuable advice when it comes to choosing a Trustee or Trust Administrator.
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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.