Articles & Publications

ATTENTION: LAW CHANGE – NEW NORTH CAROLINA POWER OF ATTORNEY DOCUMENT

In my opinion, the Power of Attorney is one of the most important documents you should have. This document allows someone named as your agent to act for you during incapacity. Since none of us know when incapacity will strike, it’s important to have this document well in advance of needing it. Once you need it, it’s often too late for us to get it done. If someone is incompetent we can’t …  read more

Special Need Solutions for Special Needs Children

Estate plans are an essential part of planning for the future, and when you have an heir with a mental disability or other impairment that limits their ability to take care of themselves, it is even more important. The U.S. Census Bureau reports that 10 percent of American families have a special needs child with a physical, emotional, or mental disability, and 60 percent of parents …  read more

Estate Planning: Essential for the Under-40’s

The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might say: “but I’m still paying off student and credit card loans!” Have no fear, your net worth is not the deciding factor in getting your estate organized. One thing to ask yourself is how prepared would your loved ones and family be if …  read more

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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