Learn Important Information About Protecting Your Assets in North Carolina
Estate planning attorney Jackie Bedard and the team at Carolina Family Estate Planning educate the community on ways to protect hard-earned assets in these articles.
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SBA Loans & Economic Incentives Update for April 3, 2020 SBA Loans & Economic Incentives Update April 3, 2020--Insider's perspective on SBA Paycheck Protection Program, EIDLs, and next steps -
LLCs for Asset Protection for NC Rental Property Owners Rental property owners should consider limited liability companies (LLCs) as part of their North Carolina asset protection plan -
Blended Families & The Lifetime QTIP Blended families have unique estate planning challenges which can be exacerbated if one spouse is wealthier. The Lifetime QTIP is a potential solution. -
Spousal Lifetime Access Trust A Spousal Lifetime Access Trust (SLAT) is an incredibly powerful estate tax planning and asset protection tool for married couples. -
Estate Tax, Gift Tax, & Generation-Skipping Transfer Tax An important aspect of estate planning and asset protection planning is navigating the estate tax, gift tax, and generation-skipping transfer (GST) tax rules -
Should Your Children Have an Heir Safeguard Trust? An Heir Safeguard Trust can be used to protect beneficiaries from future remarriage, lawsuits, creditors or divorce and can provide bloodline protection -
What Is a Charitable Remainder Trust? A North Carolina Charitable Remainder Trusts can be used to create income for life while saving taxes and benefitting one or more charities of your choice. -
Stretchout Protection Trust Your Stretchout Protection Trust and supporting documents provide the trustee with instructions regarding the proper retitling of your IRA or retirement plan. -
7 Common IRA & Retirement Plan "Wealth Wasters" While IRAs and retirement plans have huge tax-savings benefits for you and your family, those benefits are often lost due to these 7 Common "Wealth Wasters" -
Retirement Plans Upon Death You may understand how IRAs and retirement plans work for yourself, but what happens when you die and the accounts go to your beneficiaries?