Are You Independent?

June 30th, 2020 (No Comments)

What is true independence from an individual perspective? Being independent can mean different things to different people at different points in their life. When I was young, leaving home and […]

IRA to Trust Conversion Plan: Retirement in IRA? Want to protect in a trust? What to do?

June 28th, 2020 (No Comments)

    I want to talk to you today about a problem many of my clients are facing. They want to protect their assets, including retirement funds, in a trust […]

⏱Estate Planning Seminar in 10 Minutes

June 25th, 2020 (No Comments)

What you will learn: ✅ Why Start with Foundational Planning? ✅ Can Protective Deeds Save My Home? ✅ Are Trusts Right For Me? Schedule Your FREE Consult Today In-Office . […]

$$$ Is price your concern?

June 24th, 2020 (No Comments)

$$$ Is price your concern? We are flexible. Taylor explains our pricing plans and the cool 😎 services our clients enjoy for FREE. Speaking of FREE. Schedule your FREE consult […]

CHARLOTTE TODAY SHOW! Special Needs & Estate Planning

June 17th, 2020 (No Comments)

CHARLOTTE TODAY SHOW! Special Needs & Estate Planning: Greg & Colleen chat about the importance of planning for special needs family members. Schedule Your FREE Consult Today In-Office . Video […]

The Most Important Asset Protection Tools

June 11th, 2020 (No Comments)

                   The root of the word “protection” comes from the Latin “protectus”, which meant to “cover” or be “in front of”, implying […]

Time Flies When You’re Having Fun!

June 11th, 2020 (No Comments)

Happy Anniversary to my wife of 21 years, Stefanie! I love this evening. Perfect! Good weather, good food and great company. Our lives have changed over the years. Yours will […]

Special Needs Trusts and Estate Planning

June 4th, 2020 (No Comments)

We routinely assist families with relatives who may have a disability or special need to deal with passing money and property and caring for that loved one. That is only […]

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