Jackie Bedard
Estate Planning Attorney & Counselor at Law
Member of National Network of Estate Planning Attorneys
Join attorney Jackie Bedard at a FREE workshop:
The Truth About Estate Planning
Presented
August 17, 2010, 6:30 to 8:30 p.m.
September 9, 2010, 6:30 to 8:30 p.m.
Location:
Hope Community Church
821 Buck Jones Road,
Raleigh, NC 27606
RESERVATIONS REQUIRED – Click here to reserve your seat now!
“[I] would suggest that anyone with children definitely needs to not only think about attending [a CFEP workshop], but actually plan to use the services. I learned a lot about things I never thought about (i.e., probate and taxes), the importance of pre-planning, short-term guardians to avoiding having my children placed in state custody.”
-Kourtneye O., Morrisville, NC
“The information we received was invaluable. We also appreciated the focus on placed on need, rather than cost. [I learned] how important it is to adequately protect our children through the use of both short and long-term guardians.”
-Glen H., Holly Springs, NC
[After attending our Truth About Estate Planning workshop:] “This is an outstanding explanation of a relationship-based, counseling-oriented estate planning process. Excellent explanation of estate planning nuts and bolts—best I have heard in 15 years.”
-Financial Advisor, Cary, NC
At this workshop, you’ll discover:
- How to transfer your financial wealth and “life wisdom” to future generations
- What to consider before meeting and selecting an estate planning attorney
- Why most living trusts do not work and how to assure your trust meets your goals
- How to leave assets to your loved ones protected against divorces and creditors
- How legal fees are determined and strategies to reduce your overall costs by 50%
- How to plan for “special needs” children
- Probate—what is it, why does everyone want to avoid it?
- What is the real cost of Probate?
- Why are many Powers of Attorney not accepted by financial institutions?
- What is the impact of changing estate tax laws?
- What is Trust Funding and why it is essential to the success of your living trust
- Why you should have professional counseling on how to fund your living trust
- The Estate Planning Process—who do you meet with and how do you prepare?
- Counseling vs. Word Processing—what are you really paying for?
- How to make life easier on your loved ones in troubling times
- Do your children know what to do at the right time?
- How to store legal documents so they are accessible when needed
- How often should you update your estate plan?
- What is the real cost of an outdated estate plan?
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