What is a Wealth Planning Session and How it Will Benefit You?

wealth planning session

A Wealth Planning Session is just a fancy way of saying initial consultation. However, we do so much more in our wealth planning session than many other attorneys do in an initial consultation that we really didn’t think it was appropriate to call them by the same name. What Happens During a Typical Initial Consultation … Read more

North Carolina Estate Planning Do’s and Don’ts

North Carolina Estate Planning

Whether you are newly married, just had your first child, or are creeping up on your retirement, it’s a good idea to start thinking about putting together your estate plan. Creating an estate plan will help you to find peace of mind by knowing that in a moment of crisis, those closest to you would … Read more

A True Gift for Your Family… The Legacy Conversation

legacy conversation

I’ve been very open about the fact that my mother died last January. I still remember the last “real” conversation I had with her. I was getting my tires changed and picking my car up from the shop. It was around New Years, and I let her know that I had planned to fly home … Read more

Have You Created a North Carolina Will? An Overview of What You Need to Know

North Carolina Will

I’m amazed at how many people haven’t put proper estate planning in place to protect their family in the event something tragic happens to them. The best place to start is with an overview of the North Carolina Will. Why? Because when most people think of estate planning, they think of drafting a will. Here … Read more