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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Blog

What is the Best Way to Ensure My Children Inherit My Home?
For most people, their largest and most valuable asset is their family home. A house can represent a lifetime of memories spent with children and grandchildren, so it is understandable…
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What Happens if my Chosen Executor is Unwilling?
Choosing a competent and qualified executor of your estate is an essential part of estate planning. This person must fit the criteria under state law and be willing to perform…
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Should I Establish a Power of Attorney in Case I Get COVID?
Due to the threat of COVID-19, many people are considering what will happen to them and their families if they contract the virus. Unfortunately, severe cases may leave a person…
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How Has COVID-19 Affected the Need for Estate Planning?
The spread of COVID-19 has changed the daily lives and routines of people all over the world. The pandemic has also made it necessary for people to take stock of…
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Estate Tax Planning for High Net Worth “Limbo” Families
Estate tax planning got much more straight forward over the last decade since the federal estate tax exemptions increased so significantly that most families won’t ever have an estate tax…
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