Greater Raleigh Living

Myth: Estate planning is only about money. ❌ Reality: It’s about making sure your wishes are honored, your loved ones are cared for, and your pets aren’t forgotten. Don’t wait—start planning today!

Beginning January 1, 2024, the Corporate Transparency Act will require businesses and Trusts that own businesses to file an annual report about their ownership in as little as 30 days. 📅 In this week’s blog, I’ll share how to get a year-long reporting extension, but you’ll have to act fast. 🏃
Read it now! 💻

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or ha...

The law ⚖️ decides what happens to your assets if you die without an estate plan. If you’re remarried 💍 and have kids from a previous relationship, not creating an estate plan can have a significant financial impact on the ones you love and even create expensive, long-term conflict. 😢 Schedule a 15 minute call with us to learn more.

During a legacy interview last week, our client had this to say about a life well lived... One day we will compile a book of all these answers. They are all such valuable nuggets of wisdom.