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

Estate Planning in North Carolina: Do I Need a Will or a Trust?
A common question that comes up during consultations, networking meetings, seminars, estate plan reviews, or sometimes at a neighborhood gathering is: “Do I need a will or a trust?” When…
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Protecting Assets for your Kids after Divorce
I’ve said it before and I’ll say it once more: trusts are best used for asset protection, not probate avoidance. But what do I mean by asset protection? I mean…
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Federal Estate Tax Exemption for 2018
The Tax Cuts and Jobs Act of 2017 (the “Act”) was signed into law on December 22, 2017. With it came sweeping changes to many different sections of the tax…
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Tax Reform 2017: What Can We Expect?
How Will Estate Planning and Business Be Impacted by Tax Reform? While there hasn’t been a bill that has passed both chambers of Congress just yet, let’s break down how…
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What Happens if a Spouse Dies Without a Will in NC?
Spouse Dies Without a Will in NC – What Now? A common question we receive is “what happens if a spouse dies without a will in NC?” Well, it depends…
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