Articles & Publications

Top 10 Estate Planning Techniques

Over half of all Americans do not have an estate plan in place, despite understanding the importance of having one. One of the most common reasons people give for putting off the creation of an estate plan is that the entire concept of estate planning is intimidating. Basically, they are unsure where to start because they are unfamiliar with the terms, strategies, and techniques used in …  read more

Would A Special Needs Trust Benefit My Loved One?

If you serve as caretaker for a person with special needs or a disability, you recognize the feelings of deep care – and concern – that arise when planning for your loved one’s future. What will happen to them if you become unable to provide quality care for their lifetime? Or how can you accommodate their need for some independence, while continuing to assure that their future is …  read more

Understanding North Carolina Guardianship Law

Are you currently considering guardianship for a parent or other elderly loved one? If so, you are undoubtedly experiencing the emotional heartache that goes along with the realization that your loved one may need a guardian. Like most people in your position, you are likely experiencing feelings of guilt at the idea of taking away your parent’s freedom and independence; however, try to …  read more

April Is Autism Awareness Month!

Each year, the month of April is celebrated as Autism Awareness Month across the United States. According to the Autism Society, Autism Awareness month was started almost 25 years ago in an “effort to promote autism awareness, inclusion and self-determination for all, and assure that each person with ASD is provided the opportunity to achieve the highest possible quality of life.” This …  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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