Happy New Year!  Now that the champagne has been consumed and the party horns have been put away, it’s time to really begin the New

As a business owner myself, I know how much work goes into growing a business. And I know the thoughts that go through our minds

You may have been told by a Bank that you need Letters in order to access the account of a loved one.  Probate is the

Planning for affluent families requires a team of experts – typically your Estate Planning attorney, your CPA, your financial advisor, and your insurance professional at

I always tell my clients to never approach Estate Planning as “once and done” or “sign it and forget it”.  Our lives are continuously changing.

I am not a Financial Advisor; I am “just” a very experienced Estate Planning Attorney in Charlotte, North Carolina. Having said that, I want to

Just received an incredibly humbling review from a Client whom I assisted with setting up a Revocable Living Trust plan in Charlotte, North Carolina.  I

As the days grow shorter and the nights get colder we anticipate all that comes with changing seasons, particularly the holiday season spent with family

So humbled and honored to have been nominated for the Elite Attorney Award given by Women with Know-How!  I would like to congratulate all the outstanding women who

With the start of a new school year, the lazy days of summer are over! As a parent, this time of the year I so