Coffee With Cheryl

Cheryl DavidCoffee with Cheryl is a complimentary, informal Question and Answer Session.

This program is geared to answering your questions and providing you with an overview of North Carolina Estate Planning and Asset Protection Laws and Strategies.

After our get together, you’ll better understand the differences between Wills and Trusts, and you’ll be able to discern which process may be best for your family.

You’ll also learn which other Estate Planning Documents are recommended, what they accomplish, and what changes have occurred with such documents over the last few years.

A few of the documents we’ll discuss are the NC Durable Power of Attorney, the NC Health Care Power of Attorney, the NC Living Will, and the NC HIPAA.

If you’re dealing with a recent death in your family, you’ll receive an overall idea about the necessary steps to settle an Estate in North Carolina, or if a loved one is incapacitated, and in need of care, you’ll learn what resources are available in the community, how to minimize the loss of assets and what strategies are available to qualify for benefits available for such care.

You’ll also learn about the taxes and the costs associated with Estates and End of Life Care.

Make a Reservation

Home-made chocolate chip cookies and fresh coffee will be served while we talk in the comfort of our Greensboro offices. Please fill out the form below to make your reservation. These events are hosted at our office, 528 College Road, Greensboro, NC 27410.

Please arrive 15 minutes prior to the event start time to guarantee seating. We encourage you to bring guests you believe would benefit from this powerful information. Reservations are required and seating is limited to adults and first-time attendees only.

How to get started

Download Your Free Worksheet

Download one of our free
worksheets to help you with estate planning, guardianship, or probate.

Complete Worksheet and Gather Info

Complete the worksheet that you downloaded and then begin gathering relevant information.

Schedule an Appointment

Call us at (336) 547-9999, complete the form above, or start a live chat to schedule an appointment.

Get In Touch

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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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