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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The Pitfalls of Joint Property OwnershipCary Estate Planning Attorney, Jackie Bedard, discusses the potential pitfalls of joint ownership. Carolina Family Estate Planning, Cary, NC.
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For Non-Married Parents Estate Planning is CrucialWere you unmarried at the time of your child’s birth? Consider this if you want your children to gain the right to your inheritance.
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Moving to North Carolina? Have Your Estate Plan ReviewedYou're always going to be safest if you have North Carolina-specific documents now that you are a North Carolina resident.
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2020 Year-End Legal, Tax, Insurance, and Financial Planning Opportunities
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Using LLCs for Asset Protection for NC Rental Property OwnersNorth Carolina rental property owners should consider limited liability companies (LLCs) and asset protection trusts as part of their asset protection plan.
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North Carolina Long-Term Care Planning Attorney Explains Blended Families and the Lifetime QTIPNC long-term care planning lawyer explains the unique estate planning challenges for blended families and how Lifetime QTIP can help.
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Using a Spousal Lifetime Access Trust for Asset Protection & Tax Planning: What Married Couples in North Carolina Need to KnowA Spousal Lifetime Access Trust (SLAT) is a powerful estate tax planning and asset protection tool. Learn more from our North Carolina estate planning lawyer.
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Estate Tax Exemptions, Gift Tax Exemptions, & Generation-Skipping Transfer TaxAn important aspect of estate planning and asset protection planning is navigating the estate tax, gift tax, and generation-skipping transfer (GST) tax rules
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Should Your Children Have an Heir Safeguard Trust in North Carolina?An Heir Safeguard Trust can provide bloodline protection and protect beneficiaries from future remarriages, lawsuits, creditors, or divorce in North Carolina.
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What Is a Charitable Remainder Trust and How Does it Work in North Carolina?Long-term care planning lawyer explains how NC Charitable Remainder Trusts can be used to create income for life while saving taxes and benefitting charities.