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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Trusts for Asset Protection, Not Just Probate Avoidance
When people think of trusts, the first thing that often comes to mind is probate avoidance. While it's true that trusts are commonly used for that purpose, they can also…
Eliminating the Biggest Downside of Special Needs Trusts: Income Tax
Each month, I host a presentation called “Special Needs Planning for Parents” aimed at taking a look at the complex issues involved in creating an estate plan centered around an…
You’ve got three kids, so each of them should get 1/3 of your estate, right? Maybe. Maybe not. Often parents are worried that giving one child a lesser inheritance in…
Cary, NC Probate Lawyer It’s a word you may have heard before but may not fully understand what it means or why it’s important to your estate plan. While North…
NC Special Needs Trust Distributions: In-Kind Support and Maintenance
If you search online about “NC Special Needs Trusts” you’re likely to find some materials about what you can’t pay for. They’re often framed in the negative (“don’t buy this with…
