Trying to plan your North Carolina estate? Get the answers you need to protect your family.

Jackie Bedard has compiled a list of the most frequently asked questions in response those who need help protecting their families with North Carolina estate plans.
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  • What is a Gun Trust and Why Do I Need One?

    There are many gun owners who worry about what will happen to their firearms and magazines when they die or become incapacitated. If you become incapacitated, a typical revocable living trust may require the sale of your firearms or transfer to an ineligible individual or one who does not understand the additional laws and restrictions relating to the ownership, transfer, and use of firearms. Similarly, when you die, firearms need to be transferred properly and only to those who are legally able to be in possession of them. While a traditional trust can be used to purchase NFA firearms, there are many problems with using a traditional trust and therefore only a NFA Gun Trust should be used. For more detailed information, please contact our office at 919.443.3035.

  • What is Elder Law?

    Elder law is a growing field of law that deals with the issues faced by the fastest growing segment of the U.S. population, seniors. With the goal of Asset Protection, this area of law combines parts of Long Term Care Planning, Veterans Benefits, Special Needs Planning, Medicaid Planning, Estate Planning, Senior Estate Planning, and Trust or Probate Administration.

  • What is a Vision Meeting?

    A Vision Meeting is just that. It is an opportunity for you to discuss your estate planning vision and goals. It is a complimentary meeting we offer to you for attending one of our estate planning seminars! It is our way of saying ‘thank you’ for taking the time to educate yourself.

     

    What Can I Expect at my Vision Meeting?

    After attending a Carolina Family Estate Planning seminar you will learn about different planning options for you and your family. You may already have a will or a trust or you may not. You will gain insight if you old documents should be updated or reviewed. If you have old estate planning documents (will, trust, POAs), we will review them for you prior to the Vision meeting. At your Vision meeting we will let you know if they should be updated or if you should start over with new documents. Many times we see out-of-state documents that need to be updated to North Carolina standards.

     

    We will also learn about your family. We will learn about  your health and the health of your loved ones. After learning more about you, your family, and your goals, we will make a couple of estate planning recommendations to you. We will give you a chance to decide which plan you feel best suits your goals and budget.

     

    If you have prior estate planning documents, please either make a copy and send them to us or you can bring them by our office and we will make a copy for you. You may also bring them to the seminar with you. We can copy them while you attend the seminar and give them back to you before you leave.

     

    What Should I do to Prepare for my Vision Meeting?

    You will also need to complete our Estate Planning Worksheet. This will give us an overview of your current financial situation and help us determine which plan is best for you. We do not need birthdates or social security numbers, but an overall snapshot of your accounts, mortgage(s), retirement accounts, etc. We will review the worksheets in preparation for your Vision meeting in order to identify potential probate issues, income tax or estate tax concerns, or long-term care planning options. In order for us to adequately prepare for your Vision meeting, we require that your completed worksheets be returned to our office one week prior to your Vision meeting.

     

  • What documents do I need to make medical and financial decisions for my child once they turn 18?

    The three documents you need are: Advance Health Care Directive, Financial Power of Attorney, HIPAA Forms. Call our office to find out how to get these documents at 919-443-3035.

  • Is there anything I need to do before my first appointment?

    Yes. You will need to fill out and return the Estate Planning Worksheet and the Estate Planning Family Worksheet. Please be sure to return the worksheets to our office one week prior to meeting so that we can prepare for your appointment. Instructions on how to return the worksheets to us are printed on the Worksheet. Fillable PDF Worksheets can be found under the Getting Started tab on our website.

  • What is 'the sandwich generation'?

    “Get Ahead of the Curve: 1 in 10 Americans is called “sandwiched” because they’re caring for aging parents and their youngsters.  But they’re not planning ahead”