If you have already met with one of our Client Engagement Specialists and have decided to move forward as a client, please watch the short video below. This video explains how to enter your information into DecisionVault, our secure online client portal. DecisionVault is used for estate planning, estate […]
Second marriages create a unique pressure point in estate planning, where loyalty to a new spouse intersects with long standing promises to children. Blended families rarely share the same history and without careful planning, they rarely share the same version of fairness. A new spouse may believe ongoing financial security […]
When someone passes away in North Carolina, their estate (everything they owned) must usually go through a legal process called probate. For families and executors who live outside the state, the process can feel confusing, frustrating, and full of hidden requirements which slow everything down. Questions like “Do I have […]
Since 2021, college athletes have been allowed to profit from their name, image, and likeness. Known as NIL income, these sponsorships, endorsements, and social media deals can turn a teenager’s reputation into a small business overnight. In North Carolina, this new reality presents unique risks, as every school sets its […]
Why NC Estate Planning Matters Once Your Child Turns 18 When a child turns eighteen, parents often celebrate their first step into adulthood. But legally, this milestone changes everything. Once a person becomes an adult, parents lose the automatic right to make medical, financial, or educational decisions for them. Hospitals, […]