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 to Do When Someone Dies and Leaves a Will in North Carolina
The days and weeks after losing a loved one are challenging. You're grieving, you're trying to make sense of what's happened, and now you have the added stress of figuring…
Everyone tells you to get your affairs in order—no one tells you how. When it comes to estate planning, a lot of people don’t know where to start, while others…
Temporary Guardianship: When and Why It Makes Sense
If you live long enough, you learn that life never goes as planned. Things happen, and you have to adjust. So, while we never plan to get into an accident…
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…
