Service Areas

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital. We offer estate and financial plan reviews. During these complimentary reviews we will: Discuss your family situation to ensure that the terms of your estate…

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Family business owners, farmers, ranchers and landowners face unique challenges surrounding how to preserve the family business or farm—a symbol of their heritage. Sadly, over 70 percent of all family businesses don’t survive the transition to the next generation. Estate taxes play a significant role in that problem. However, estate taxes aren’t the only costs…

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Administration on Aging This site includes information and resources designed for older Americans and their families as well as those concerned about providing opportunities and services to enrich the lives of older people and support their independence. Alzheimer’s Association The oldest and largest national voluntary health organization dedicated to research for the causes, cure, and…

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As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or one striving for a place on the Fortune 500 list. Buy-Sell Agreements Creating a Buy-Sell agreement…

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Estate planning is about more than just legal documents—it’s about securing your family’s future and protecting what matters most. Whether you’re managing property, planning for incapacity, or ensuring your assets are distributed according to your wishes, the right tools can make all the difference. As North Carolina Estate Planning Attorneys, we’re here to help you…

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For current Estate and Gift tax figures, click here. Annual Gift Tax Exclusion: Technique to allow gifts without the imposition of estate or gift taxes and without using lifetime exclusion. Children’s or Grandchildren’s Irrevocable Education Trust: A Trust used by parents and grandparents for a child’s or grandchild’s education. Charitable Remainder Interest Trust: A trust whereby…

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Our law firm has been helping families plan for both their financial wealth and their treasured wealth for many years. We believe that traditional estate planning has been failing American families. Traditional “bare bones” estate plans have only focused on distributing financial wealth and have done little to secure the future families intend when planning…

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The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are…

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SAGE SAGE is the country’s largest and oldest organization dedicated to improving the lives of LGBTQ+ older people. Founded in 1978 and headquartered in New York City, SAGE is a national organization that offers supportive services and consumer resources to LGBTQ+ older people and their caregivers. The National Resource Center on LGBTQ+ Aging The National…

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Will you be shut out when your partner really needs you? Without proper planning, you may be. If a member of the LGBTQ+ community fails to properly plan, the result can be devastating to his or her partner and family. Having no estate plan, or relying upon a Will, Joint Tenancy, or Tenancy in Common…

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