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

Special Needs Planning without Special Needs Trusts
A substantial portion of our practice involves helping parents plan for an unclear future for their child with special needs. What sorts of resources will be there when I’m not?…
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Where Should I Keep My Estate Planning Documents?
Your new estate plan is finished and signed, and you’ve been given the originals to keep at home. But where should you keep your estate planning documents now? There’s really…
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Probate in NC: Qualifying as Executor of the Estate
The period following the death of a loved one is already a very difficult time, but once things start to settle down there’s a lot of work left to do:…
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Notice to File: What it is and What to do from here
As an Executor or Administrator of a North Carolina estate proceeding, there’s already enough information and details to stress about. But you just received a Notice to File [Inventory/Account] from…
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Estate Planning for Spouses in North Carolina: A Primer
Separate property, marital property, community property, joint with rights of survivorship, primary beneficiary, transfer on death: What’s it all mean? Can spouses make decisions for each other? What about incapacity…
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