Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the distribution [...]
Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generations. It’s a way to ensure that your hard-earned assets – and values – are preserved and passed down to [...]
It was a significant moment etched in history - August 16, 1977 - when the world mourned the loss of the iconic "King of Rock ‘n’ Roll," Elvis Presley, whose passing was attributed to a sudden cardiac arrest. In a [...]
Life insurance can help provide for your heirs in the event of your death as well as an important estate planning tool. Most are aware that it can provide funds to loved ones when they need it most. What may [...]
Hint: avoid big decisions within the first 6 months if possible When a spouse dies, the emotional magnitude of the loss can send your life reeling. It can also affect your finances. You are pressured to do many things all [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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