Learn Important Information About Properly Planning a North Carolina Estate
Carolina Family Estate Planning focuses its practice on educating the community on how they can prepare their families for life after they are gone.
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SECURE Act: Last-Minute Law Change Upends IRA Inheritance Rules Effective Jan 1, 2020, the SECURE Act makes potentially catastrophic changes to the tax treatment of retirement accounts passed down upon the originator's death. -
Answers to Important Questions about Our Firm In the 6-step process for choosing an estate planning process, we presented a set of questions you should ask your law firm. Here are our answers. -
How Not to Get Ripped Off: A 6-Step System for Finding the Right Firm Choosing an attorney for your will or trust doesn't have to be hard. Our client provided us with his 6-Step System for Finding the Right Estate Planning Firm. -
Will You Accidentally Disinherit Your Children? Cary, NC wills & trusts attorney, Jackie Bedard, shares common ways that parents accidentally disinherit their children -
Understanding Trusts Cary, NC trust attorney, Jackie Bedard, provides an introduction to understanding trusts -
Choosing the 'Least Evil' Person as Trustee Jackie Bedard, Cary, NC estate planning attorney shares insight on choosing a trustee for your living trust -
Could A Client's Competency Be Questioned? Thinking of changing your healthcare power of attorney? Jackie Bedard, estate planning attorney shares a few questions you should ask yourself and consider. -
Will There Be a Formal Reading of My Will? Jackie Bedard, Cary area estate planning attorney sheds some light on the formal reading of wills. -
Do Clients Have to be 'Fair' in Estate Plans? Jackie Bedard, Cary estate planning and elder care attorney discusses how to fairly divide an estate. -
2016 Tax Rules: What Clients Need to Know Jackie Bedard, Cary area estate planning attorney discusses the 2016 tax rules and what clients should know about it.