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...
Recent Publications and Speaking Engagements
Today, the North Carolina Bar Association's CLE Publications Department released the state's ever Fiduciary Litigation Manual. First of...
North Carolina's Elder Exploitation Statute
In Mecklenburg and Cabarrus counties, elder attorneys have been encouraged by a heightened commitment in local district attorneys to...
"Only as Good as the Ingredients" - Selecting Fiduciaries for your Estate Plan
There’s an analogy, often applied in the context of coaching, that a “chef is only as good as her ingredients.” Even mastermind...
Discourage Litigation....Advice From a Litigator
In our consultations, we spend a great deal of time talking with clients about value propositions: how can we approach a case in a way...
