News and Updates

September 24, 2025

Family Giving: Tradition or Transition?

“We’ve supported the same cause for decades, but now our kids want to bring in new priorities. How do we honor what we’ve built while giving them a say?” That’s […]

September 23, 2025

Inflation, Rising Costs, and Your SLAT: What Families Should Know

“We set up our estate plan years ago when exemption amounts were high. Now, with inflation and higher living costs, we’re starting to feel pressure on our lifestyle budget. Can […]

September 16, 2025

When a Will Isn’t Enough: Trusts for Successful Families

One of the common things I hear from families goes something like this:“When my parents passed, it was a mess. We don’t want our kids to go through the same […]

July 30, 2025

Should You Give More to a Child Who Needs More?

“One of my kids needs a lot more financial help than the other just because of her career and life choices. What kind of options do I have and how […]

July 23, 2025

The Real Value of a Million Dollars: Divorce and Asset Division

A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account, or pile of cash. But in reality, those assets have […]

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