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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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.
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Is Your IRA or Retirement Plan At Risk to These 7 "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"
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What Happens to Retirement Accounts Upon the Owner’s Death in North Carolina?You may understand how IRAs and retirement plans work for yourself, but what happens when you die and the accounts go to your beneficiaries?
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Retirement Plans and the Power of Exponential GrowthThrough the power of exponential growth, your retirement plans have the potential to multiply many times over for the benefit of you and your family.
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"Stretchout" Your Retirement Plans for Maximum BenefitStretchout protection planning can help multiply your retirement plans many times over for you and your family.
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Levels Of North Carolina Asset Protection Planning: Advanced Asset Protection PlanningAdvanced asset protection planning generally introduces establishing trusts is states or countries with favorable asset protection laws for greater protection.
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Levels Of North Carolina Asset Protection Planning: Moderate Asset Protection PlanningModerate-level asset protection planning generally involves the use of Modern Asset Protection Trusts, LLCs, and other legal entities to increase protection.
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Levels of North Carolina Asset Protection Planning: Foundational PlanningVarious levels of asset protection planning may be used depending upon the degree of protection sought, generally beginning with foundational planning.
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An Overview of North Carolina Asset Protection LawsAsset protection planning begins with understanding North Carolina and Federal asset protection laws relating to your home, retirement plans, and other assets.
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Umbrella Insurance is an Important Asset Protection Tool in North CarolinaA proper umbrella liability insurance policy is an important asset protection component of a North Carolina estate plan for reducing your exposure.