What do the attorneys at Carolina Family Estate Planning Law Firm have to say about wills, trusts and estate and long term care planning?
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. -
The Tax No One Will Ever Pay Jackie Bedard, Cary, NC estate planning attorney wades into politics on Hillary Clinton's proposal on increasing the federal estate tax. -
Election Could Mean Tax Implications Jackie Bedard, Cary, NC estate planning attorney discusses how the upcoming election could mean tax implications for clients. -
Government Targets Small Business Jackie 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. -
Cary Wills and Trusts Lawyer Offers Ways to Approach “Tough Conversations” With Mom or Dad Questions you should ask your parents and how to approach these tough conversations. By: Jackie Bedard, Carolina Family Estate Planning -
Power to Sell CRT Annuity Adds Flexibility Charitable Remainder Trusts are powerful tools for estate, tax, and financial planning. By: Jackie Bedard, Carolina Family Estate Planning -
BUREAU OF MISSING ESTATE PLANS: CASE FILE #2: THE BUSTED BUY-SELL Business Succession plans need to be properly funded, reviewed regularly, and updated as the business value and tax law changes. By: Jackie Bedard, Carolina -
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 -
Will A Trust Really Fail For Lack Of Funding? A trust can fail to accomplish the client's wishes if it is not fully funded and does not stay that way. By: Jackie Bedard, Carolina Family Estate Planning