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.
A staggering number (64%) of Americans have no will in place. According to a recent survey, here are the top reasons why they’ve put it off: “I’m too young to…
“I’m Young and Just Got Married. What Planning Do I Need?”
Surely planning for a married couple in their 20’s and a married couple in their 60’s will require different planning considerations, right? Of course. So, what does a plan for…
So, after all the buildup and shifting of financial advising strategies throughout the industry to comply with the Department of Labor’s (DOL) Fiduciary Rule – which would apply a fiduciary…
Americans Unprepared for Largest Wealth Transfer in History
The “Baby Boomer” generation will pass approximately $3.2 trillion (yes, with T), on to the next generation, according to the RBC Wealth Transfer Report 2017. Only 30% of Baby Boomers…
Family LLCs for Estate and Asset Protection Planning
With the (likely *fingers crossed*) repeal of the Federal Estate Tax, asset protection planning is going to be the primary motivation for complex estate planning moving forward. Family Limited Partnerships…
