Bailey's Glen Estate Planning Presentation
Mike & Kati are grateful for the opportunity to present on estate-planning to the Bailey's Glen community on May 4, 2022. Thank you for...
"We're About What Happened on 9/12"
ALF Folks: It was an honor to serve F3's MIP and Charlotte Rescue Mission this morning, for a workout of men from F3Nation, both within...
Guardianships & Incompetency Proceedings in NC
In October 2020, as we launch our second office presence in -- Cary (Wake County), North Carolina -- I was ecstatic to have been...
Final Memories - Precious Moments
Disputes amongst family-members and loved ones are always gut-wrenching, but especially so when they emerge in the literal moments,...
Time to Check In?
Estate-planning clients! It’s always a good time for a quick check-in. (1) Have you updated your beneficiary designations for investment...