Cary Estate Planning

10/17/2026

What Happens to My Kids if Something Happens to Me?

The best thing to be when it comes to your family's future is prepared. To prepare for the most grim outcome, contact an attorney today.

10/17/2026

The Middle Class Estate Tax Planning: Capital Gains Tax and the Stepped Up Basis.

Compare the tax implications of gifting versus inheriting assets and make informed estate planning decisions.

10/16/2026

👟Proud to be this year’s Fun Zone Supporters for the NCDSA Triangle Buddy Walk!

This Sunday, October 18th, the North Carolina Down Syndrome Alliance is holding its 28th Annual Triangle Buddy Walk at Suggs Farm, bringing together nearly 2,000 participants from across the state for a day filled with connection, celebration, and shared purpose.

Each dollar raised through the Buddy Walk directly supports life-changing programs, resources, and advocacy efforts across North Carolina. From early intervention support to community education and lifelong inclusion, we’re thrilled to support NCDSA’s mission of fueling a future of possibilities for individuals with Down syndrome and their families.💙💛

10/16/2026

"I'm Young and Just Got Married. What Planning Do I Need?"

Surely planning for a married couple in their 20’s and a married couple in their 60’s will require different planning considerations, right?

10/15/2026

Family LLCs: The New Planning Tool for Estate Tax and Asset Protection Planning

Family LLCs have become a staple in higher net worth family asset protection planning strategies for several reasons.

10/15/2026

Irrevocable Trusts aren't necessarily written in stone. You may be able to change yours!

Can you modify an irrevocable trust? Learn about possible options and legal considerations in North Carolina.

10/14/2026

🔒The Third-Party Special Needs Trust: Avoiding Medicaid Payback

Many families are unaware that unlike first-party options, a third-party special needs trust does not require you to pay back benefits to the state upon the beneficiary’s passing. This makes them a powerful tool for asset protection and preserving government benefits when providing for loved ones with disabilities.

If your child has a disability, protect their future by calling our team TODAY.
☎️919-659-8433

10/14/2026

Planning Around Divorce and Remarriage: 3 Steps You Need to Take

Divorce and remarriage impact estate plans. Learn three crucial steps to protect your assets and loved ones.

10/13/2026

🎃You can DIY pumpkin carving, but you can’t DIY probate & estate administration.

Being named executor comes with responsibilities. Get it done wrong, and you could face personal liability. Don’t get “spooked” by paying for mistakes out of your own pocket. Get real probate and estate administration guidance from our experienced team today.

Don’t do it on your own. Call us to get help navigating probate and estate administration.
☎️919-659-8433

10/13/2026

What's Better: ABLE Accounts or Special Needs Trusts? Well, that depends!

Special needs planning is important for families with children who have special needs by virtue of a physical or developmental disability.