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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Divorce can result in many different things: hard feelings, divided assets, kids splitting time between two houses, and lots of attorneys fees. One thing that doesn’t automatically happen, however, if…
Family Fighting: Will Caveats and How to Avoid Them
When you create a will, and follow the proper formalities, it would be safe to assume that your wishes as set out in the document will be followed after you…
Special Needs Trusts: Distribution and Income Rules
When can income in a trust be countable to the beneficiary even when the income is not distributed? If it’s a self-settled trust (first-party), any portion of the income that…
Even With an Estate Tax Repeal, Planning May Not Change
The hot topic of 2017 for estate planning, tax, and financial advising circles is the potential for an estate tax repeal sometime in the near future – either by itself…
You’ve taken the important step of getting your estate plan in order, now don’t you expect your plan and your wishes to be followed? While nothing can completely stop a…
