Establishing a trust for your assets as part of your North Carolina estate plan

Jackie Bedard
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Carolina Family Estate Planning is committed to assisting families with trusts and trust administration. We focus on the efficient administration of trusts for our clients. We can help you with trust tax returns, trust management, and protection of assets. 

Benefits of Trusts

A trust has many benefits. For a single person, a trust avoids probate and avoids the need for a conservatorship if the person is or becomes incapacitated. For married people, a trust can have the above benefits, plus it can reduce estate taxes at death.  Further, a trust can generally be administered more quickly than a will and probate proceeding--reducing unncessary cost and delay.

Our Services

We can accomplish the following variety of duties without unnecessary delay and with utmost respect for your personal privacy and your family relationships.
  • Identification, collection, and determination of values of assets
  • Payment of all debts, expenses, and taxes from estate and trust assets; and submission of regular accountings
  • Advice as to disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust
  • Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns
  • Notifying all heirs and beneficiaries of the trust
  • Communicating with beneficiaries

To learn more about common estate planning issues, check out our free guide, Estate Planning Pitfalls: The 12 Most Common Threats to Your Estate & Your Family's Future, or to discuss your estate planning concerns, please call our office at 919-443-3035 or use our contact form.