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Family Moments


Estate Planning You Can Trust

When you are married with children, estate planning is usually pretty straightforward. You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die, and then to your children after your spouse is gone.


Seems simple, right? 

If it were simple, our probate courts wouldn’t be clogged with the impact of the complexity of money and family. And there wouldn’t be $58 Billion of assets in the State Departments of Unclaimed Property across the United States! In North Carolina, we are approaching $1 Billion!


There are a myriad of questions that need to be answered to ensure your family stays out of court and out of conflict in the event of your incapacity or death. And there are some tactical specifics that need to happen to ensure your assets don’t end up lost to the State Department of Unclaimed Property because your family overlooks something when you can’t be there to guide them.


And, if you are in a second (or third or more) marriage situation with children from a prior marriage (a “blended family”), it’s foreseeable that the people you love will end up in conflict if you don’t plan ahead.


Most of all, your wealth isn’t only measured by the dollars in your bank account, but by the well-being of the people you love. You care enough to get your estate planning handled so your family will stay out of court and out of conflict, to the best of your ability.

I know you are busy and promise to make the process as simple and easy for you as possible. Click here to see just how easy it can be.

Or, to get started right away, click here to schedule an appointment online. You may also call the office at 919-592-6626 or email to schedule an appointment.

Children's Race

Did You Know?

About 69% of parents with minor children have not named legal guardians for their children?


Of the 31% who have, most have made one of 9 common mistakes.


That means that if you have minor children, it’s time to review your plan for their care, if and when something happens to you.

Find Out The 9 Mistakes to Avoid While Choosing A Guardian!

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