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, [...]

Read the full article →

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 [...]

Read the full article →

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 [...]

Read the full article →

DocuBank: Protection Planning That Works When And Where It Is Needed

The following article was featured in our print newsletter. Don’t receive our newsletter?  If you’re a Triangle area resident, sign up here. While it is important that your estate plan work as you intended, it is also important that your critical healthcare directives be accessible, especially in an emergency.  This is why, at Carolina Family [...]

Read the full article →

Cary Estate Planner Asks, “Is Your Power Of Attorney Powerful Enough?”

By Jackie Bedard, Carolina Family Estate Planning, Cary, NC If you’re reading this blog, then you’ve probably already done a bit of homework regarding estate planning and may have already read that a durable power of attorney is an important part of a comprehensive estate plan.  What you may not realize, however, is that there [...]

Read the full article →

The Role of Successor Trustee & Trust Administration in Cary, North Carolina

The death of a loved one, particularly if the deceased is a spouse or parent, is one of the most difficult periods in a person’s life.  At a time when the survivor is already struggling with loss and grief, the administration of the deceased’s trust can be an overwhelming and daunting task. That is why [...]

Read the full article →

Cary Wills and Trusts Lawyer Offers Ways to Approach “Tough Conversations” With Mom or Dad

Time and time again, when I meet with clients that have parents living, they begin to realize that they have no idea where their parents stand in terms of having the right plans in place to protect their assets and wishes if something were to happen to them.  Even worse, frequently the adult children don’t [...]

Read the full article →

Updating Your Will and Estate Plan

By Jackie Bedard, Carolina Family Estate Planning, Cary, NC As an estate planning attorney in Cary, I commonly see people who understand the importance of the initial estate planning but then forget that they need to keep their wills and trusts up-to-date. These documents aren’t something that should just be done once and then tucked [...]

Read the full article →

White Knuckles: Riding the Rollercoaster of Family Business Succession Planning

This article was original featured in our print newsletter. Don’t receive our newsletter?  If you’re a Triangle area resident, sign up here.   I’ll admit, I’m not a big fan of rollercoasters. But if you’ve ever been involved in, employed by, or have friends or family involved in a family-owned business, succession planning can feel [...]

Read the full article →

TLC and LTC: Tender Loving Care for Those Needing Long Term Care

This article was original featured in our print newsletter. Don’t receive our newsletter?  If you’re a Triangle area resident, sign up here. Long-term care can include any service that helps people who have a prolonged illness. The illness can be a physical disability or a cognitive impairment such as Alzheimer’s disease or Dementia.  The services [...]

Read the full article →

← Previous Entries

Next Entries →