We’ve moved! We didn’t go far and look forward to seeing you in our new space located at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518

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 have been a staple of higher net worth planning for decades, but Family LLCs are on the rise for good reason. There are several advantages to utilizing a Family LLC…
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Solopreneurs: Your Business will Die With You
To borrow a line from Dr. Seuss’ “Oh the Places You’ll Go”: “I’m sorry to say so, but sadly it’s true”, if you’re a solo business owner in North Carolina, the chances are that you have no business succession plan in place and should something happen to you – whether it be death or incapacity – your business will crumble.…
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Taming the B.E.A.S.T.
For individuals and families with any significant assets, planning for the unexpected can be overwhelming – where to begin, what to include, mitigating risk as much as possible, and still accounting for use and flexibility of assets. Life can be a B.E.A.S.T. – death, creditors, market fluctuation, taxes, etc. Implementing holistic, overall planning is how you tame the B.E.A.S.T. B: Buy-Sell…
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Business Owners, Listen Up: 4 Business Succession Tips
Many business owners are just too busy with building a successful business that they fail to create an exit plan for retirement or unexpected death. Often the death of an owner can be crippling for a business, especially small businesses with limited remaining employees. Worry not. Here are four tips for creating a successful business succession plan: 1. Create an…
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Drama-Free Business Succession Planning
Regardless of the type of business you own, your death will, without a doubt, bring about a lot of emotion and stress in you family and in your business. Sometimes, the death of the family patriarch/matriarch business owner creates drama that will negatively impact your business, or even lead to its demise. Proper business succession planning can prevent drama from…
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