Carolina Family Estate Planning

51 Kilmayne Dr. Ste 203
Cary, NC 27511
(919) 443 - 3035
Jackie Bedard

About Jackie Bedard and Carolina Family Estate Planning

 

Jackie Bedard’s estate planning practice, Carolina Family Estate Planning, is focused on guiding clients through the confusing, maze of balancing family protection, wealth preservation, and family values in the planning process.

Jackie determined early on that traditional estate planning, which typically focuses on financial wealth, is far too limited and short-sighted. She believes estate planning should not just be about passing on and preserving financial wealth, but also should include preserving intellectual, spiritual, and human wealth—who you are and what’s important to you.

Jackie is a member of WealthCounsel and ElderCounsel, a board of director member of the North Caro-lina chapter of the National Academy of Elder Law Attorneys and a member of the Medicaid Planning Network. Locally, Jackie’s on the board of directors of Guiding Lights Caregiver Support Center and she is a member of the North Carolina Bar Association and the Wake County Bar Association. Jackie is a licensed insurance agent. Jackie has identified certain companies that provide financial products for Medicaid planning, long-term care planning, and other planning needs. Jackie was recently named by Cary Magazine as a 2015 Mover & Shaker for her contributions to the community. In October, 2015 she received a Supreb 10.0 rating by Avvo, a legal rating system in the areas of elder law and estate planning.

Jackie earned her Bachelor's of Science degree in Economics at the Massachusetts Institute of Technology and graduated law school magna cum laude in the top 7% of her class at the University of Richmond School of Law.

 

(F) (919) 324 - 6987