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.
Please do not use Apple Maps (Waze and Google Maps are preferred) when using GPS.
What Nobody Tells You About Transfer on Death Deeds | 4 Common Problems
Estate planning—like most financial topics—is one of those things that you’re expected to know, but no one really teaches you about it. And once you get started, things can get…
The Ultimate Estate Planning Checklist for Every Age and Stage of Life
Talking about estate planning isn't exactly a light conversation starter. Thinking about our own mortality and what happens after we're gone can feel pretty morbid. But here's the thing: Having…
What Are the Spending Rules for Special Needs Trusts?
A special needs trust is a powerful tool designed to safeguard the financial well-being of individuals with disabilities while preserving their eligibility for crucial government programs like Medicaid and Supplemental…
What Are the Different Types of Power of Attorney?
A power of attorney (POA) is a legal document that allows you to appoint someone you trust to act on your behalf in different situations. You draft these instruments when…
Revocable vs Irrevocable Trust: Which Do I Need in My Estate Plan?
Trusts are powerful tools in North Carolina estate planning that can help protect your assets, minimize taxes, and fulfill your wishes. Two of the most common types of trusts are…
