We have four Triangle locations! Our Cary (HQ) office moved (Jan 2024) and is located at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518.
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How Much Money Can You Inherit Without Paying Taxes in North Carolina?
Inheriting money or property can be a bittersweet experience. While it may provide financial security, it also comes with the emotional weight of losing a loved one. Amidst dealing with…
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How Often Should I Update My Estate Plan? Keeping Your Legacy Current
Creating an estate plan is a crucial step in securing your legacy and protecting your loved ones. But it's not a one-and-done task. Life is dynamic, filled with changes both…
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How to Leave a Legacy for Future Generations: A Guide to Meaningful Estate Planning
When we think about estate planning, our minds often jump to the practical aspects - wills, trusts, and asset distribution. But at its core, estate planning is about so much…
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How to Execute a Will After Death in North Carolina
The loss of a loved one is never easy, and discovering that you've been named the executor of their will can add to the emotional weight you're already carrying. It's…
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Is a Special Needs Trust Right for Your Loved One?
As estate planning attorneys in Cary, North Carolina, we often encounter families dealing with the challenge of providing for a loved one with special needs. It's a delicate balance –…
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