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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Moving to North Carolina? Have your estate plan reviewed You're always going to be safest if you have North Carolina-specific documents now that you are a North Carolina resident. -
Here's How To Avoid Probate, Or Better To Say, The Best Way To Take Care Of Your Children. We’ve seen many estates in which focusing on keeping the home out of probate has actually created more problems instead of less. Here’s why... -
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 -
Using LLCs for Asset Protection for NC Rental Property Owners North Carolina rental property owners should consider limited liability companies (LLCs) and asset protection trusts as part of their 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 for Asset Protection & Tax Planning A Spousal Lifetime Access Trust (SLAT) is an incredibly powerful estate tax planning and asset protection tool for married couples. -
Estate Tax Exemptions, Gift Tax Exemptions, & 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.