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 […]
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 […]
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 . […]
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 […]
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 […]
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 […]
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 […]
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 […]
