• Protect What Matters: Wills & Trusts Webinar

    Online Webinar

    Join Us from the Comfort of Home! Join us for Protect What Matters: Estate Planning Webinar, an informative session designed to help you understand the essentials of planning for the future. Estate planning isn’t just for the wealthy or elderly—it’s about ensuring your wishes are carried out, your loved ones are protected, and your legacy is preserved. In this webinar, our team will explain the key elements of an estate plan in clear, practical [...]

  • Tacos & Trusts

    El Toro 20930 Torrence Chapel Rd, Cornelius, NC, United States

    You are Invited! Join us for an informal evening where we cut through the confusion around estate planning — over tacos, of course. Most people assume a will is all they need. The truth is a little more nuanced, and the difference between having the right plan and the wrong one can have a real impact on the people you care about most. This is not a sales pitch. It's an opportunity to [...]

  • Pints & Planning

    Lost Worlds Brewing 19700-D One Norman Blvd, Cornelius, NC, United States

    Grab a cold one and get your questions answered. Wine & Wills is a relaxed, no-pressure evening at a local bar where our estate planning attorney breaks down everything you need to know — wills, trusts, and how to protect your family without the confusion. Leave feeling informed and ready to take the next step. We’ll cover: Wills vs. Living Trusts and which is best for you What is a Living Trust anyway? [...]

  • Wine & Wills

    Bin 110 19712 One Norman Blvd Suite 110, Cornelius, NC, United States

    You are Invited! Grab a cold one and get your questions answered. Wine & Wills is a relaxed, no-pressure evening at a local bar where our estate planning attorney breaks down everything you need to know — wills, trusts, and how to protect your family without the confusion. Leave feeling informed and ready to take the next step. We’ll cover: Wills vs. Living Trusts and which is best for you What is a [...]

  • Estate Planning at The Serve

    The Serve 20220 Chartown Dr, Cornelius, NC, United States

    Join us for a relaxed evening of drinks, good food, and practical estate planning advice. Estate Planning at The Serve is a casual, no-pressure event where our estate planning attorney will break down the essentials of wills, trusts, probate and how to protect the people you love. Whether you're just getting started or have been putting it off for years, you'll leave with a better understanding of your options and the confidence to take [...]