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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Transferring title to real estate can have a lot of benefits during the lifetime of the owner, but it also comes with some potential hazards you should know about before…
Your plan is draft, signed, in place, and valid. Now how often should you review your plan to determine whether it needs to be updated? There’s no “right answer” –…
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?…
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…
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:…
