Carolina Family Estate Planning

Carolina Family Estate Planning is a law practice on Kilmayne Drive in Cary that helps North Carolina families sort out what happens to what they own. The work covers wills, trusts, asset protection, long-term care planning, and probate.

Attorney Jackie Bedard founded the firm and works in both estate planning and elder law. Most people start with a needs assessment call, a conversation about the family’s situation before any documents get drafted. Much of what the firm publishes is written for people who have never done any of this and are not sure where to begin.

What to know

• A free workshop covers strategies for keeping assets away from probate, taxes, and long-term care costs.
• The Children’s Safeguard Planning Guide is a free download for parents of young children.
• Special needs planning covers guardianship, trusts, and financial security for children and young adults with disabilities.
• A free guide addresses long-term care planning for families dealing with Alzheimer’s and other forms of dementia.
• The handbook Estate Planning Pitfalls and How To Avoid Them is written specifically for North Carolina.