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 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?
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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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Estate tax turns 100Cary, NC estate planning attorney shares the history of the federal estate tax
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Are You In a Trust Friendly State?Jackie Bedard, Cary, NC estate planning attorney discusses using trust friendly jurisdictions as an asset protection strategy.
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Could the IRS be Targeting Your Business?Cary estate planning attorney, Jackie Bedard, discusses family limited partnerships and the passing down of publicly traded securities.
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Having the ‘Inheritance Talk’How to have the 'inheritance talk', Cary-Raleigh-Apex area estate planning attorney, Jackie Bedard, offers some communication tips to a 'touchy' topic.
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Overlooked Issues in Estate PlanningImportant estate planning details to not overlook, from Cary-Apex estate planning and elder law attorney, Jackie Bedard, of Carolina Family Estate Planning.
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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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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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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.