business succession planning
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Building a Legacy of Liberty: The Visionary Estate Plan of Madam C.J. Walker
Celebrate Black History Month by learning how Madam C.J. Walker used a visionary estate plan to protect her empire and fund social justice for generations.
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Protecting Your Family from Lawsuits, Creditors, and Divorce with the Right Trust Design
Learn how Divorce and Creditor Protection Trusts in North Carolina help shield family wealth from lawsuits, creditors, and divorce.
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Business Succession Planning in North Carolina
As a small business owner in North Carolina, your business is more than your livelihood—it’s your legacy. But what happens to your company when you retire, experience a health crisis, or pass away unexpectedly? Our 90-second video walks you through the essentials of business succession planning in North Carolina. Learn how to preserve your hard…
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Is a Beneficiary Defective Inheritance Trust Right for My Business Succession Plan?
For my clients who own a small business, I always stress the importance of incorporating a business succession planning component into their overall estate plan. Once of the most importance aspects of that plan should be a roadmap for how the business will be passed down to the next generation if that is the intention.…
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.