How a Cary Estate Planning Lawyer Can Help You Create Your Legacy

There are a variety of reasons that people in Cary seek out a qualified estate planning lawyer.  There’s the need to provide for your heirs or to protect them from tax penalties, for example.  But, many people are discovering that an estate planning lawyer can also help them develop the legacy they wish to leave [...]

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Designating a Charitable Gift with Your Cary Wills Lawyer

As a wills lawyer in Cary, it is always gratifying to see clients who are both able and willing to use their assets to support their favorite cause or charity through a will or trust.  Even small gifts can have a large impact, and many people are taking this into consideration during their estate planning [...]

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Don’t Miss Out! Just 13 Months Left to Act on Planning Opportunities under the 2010 Tax Relief Act

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. The Tax Relief Act of 2010 is a short one. [...]

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Grantor Charitable Lead Annuity Trust: An Opportunity For End Of Year Deduction And Leveraged Gifting

The following article originally appeared in an issue of Planning Partners Press, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. Do you have a client with large income this year? [...]

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Another State Sees the Value in Allowing Asset Protection Trusts

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. Hawaii recently embraced Asset Protection Trusts, which can help professionals [...]

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A Trust Can Save Your Client from a Court-Appointed Guardianship

The following article originally appeared in an issue of The Daily Plan-It, a free newsletter provided courtesy of Carolina Family Estate Planning to Triangle-area financial professionals.  If you are a financial professional that would like to learn more, please click here to request a subscription. It happens in even the most privileged of families. An [...]

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Advice on Medicare and Medicaid from a Wills and Trusts Lawyer in Cary

By Jackie Bedard, Carolina Family Estate Planning, Cary, NC As a wills and trusts lawyer in Cary, I frequently get inquiries about arrangements for long-term care. Life expectancy continues to rise, due in part to more effective treatments for diseases previously thought to be terminal. This is great news, but with a larger elderly population, [...]

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Cary Estates Lawyer Suggests Letting Your Teens Know Now About Their Inheritance

By Jackie Bedard, Carolina Family Estate Planning, Cary, NC Depending on your family’s lifestyle, your teenage children may already have an idea of what would happen if you and your spouse were to pass away. They may not know the exact dollar amount of the money that they would inherit, but they probably have an [...]

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Cary Estate Planning Lawyer Discusses The Dangers of Do-It-Yourself Wills and Trusts

By Jackie Bedard, Carolina Family Estate Planning, Cary, NC Trusts lawyers are seeing a growing number of online websites offering Do-It-Yourself legal documents and estate-planning software. Surprisingly, most attorneys will tell you that there are some everyday forms where this approach makes good sense. In fact, many law firms offer a selection of standard legal [...]

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