704-270-5511
Picture this: You’ve spent over four decades building a life with your spouse. You worked hard as a team, raised kids together, and built a comfortable future. But after your spouse passes away from cancer, you meet someone new—someone who’s warm, understanding, and maybe even likes cheesy 80s movies as much as you do. So, […]
The DIY Estate Plan: The “Do it Yourself” Plan Might Just Cost You More Than You Expected
Ok, nobody loves a DIY project more than I do! From hanging wallpaper to refinishing furniture, I’ll tackle it all (and I have all the tools!). But even I know there are just some tasks better left to an expert. The same goes for estate planning. Everyone knows that the DIY approach can save a […]
How To Involve Your Family In Your Estate Plan
When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process is often the one reason […]
Kathleen will call you back, shortly.