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.
Please do not use Apple Maps (Waze and Google Maps are preferred) when using GPS.

Menu
< Call
Contact
Blog

Blog

Estate Planning
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…
Read More
Estate Planning | Estate Tax | Financial Planning
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…
Read More
Wills
The Importance of a Living Will (Advanced Directive)
A living will is a staple of a comprehensive estate plan, along with a healthcare power of attorney, durable power of attorney, HIPAA authorization, will, and living trust. In fact,…
Read More
Estate Planning | Probate
North Carolina Small Estates: Not Every Estate Has to be Probated
Generally speaking, there are three types of small estates. They’re generally called the “spousal allowance” (formal name – “petition for year’s allowance”), the “collection by affidavit” (formal name – “affidavit…
Read More
Business Law
North Carolina Personal Representatives
 A Personal Representative is the general term for someone who is in charge of settling an Estate. The Personal Representative can be an Administrator, an Administrator CTA, or it…
Read More
Load More