Compass Estate & Tax Planning

Compass Estate & Tax Planning Welcome to Compass Estate and Tax Planning, your trusted guide through the complex landscape of legal and personal planning.

We proudly serve communities throughout North Carolina, including Raleigh, Apex, Holly Springs, and Cary.

08/06/2026

August is Make-A-Will Month! 🖊️📜

Did you know a will does much more than decide who gets your belongings?

A will allows you to:
• Decide who inherits your assets.
• Name a guardian for your minor children.
• Choose the person who will carry out your wishes.
• Help make the probate process smoother for your loved ones.
Without a will, state law—not you—decides many of these important matters.

Creating a will isn't just for the wealthy or the elderly. It's for anyone who wants to protect the people they love and leave clear instructions for the future.

This August, take one important item off your to-do list. Your family will thank you for it.
📞 Ready to get started? Contact us today to schedule your estate planning consultation.

Today is a deeply personal one for me.Seeing my name honored on the National Military Monument is a reminder that the gr...
08/04/2026

Today is a deeply personal one for me.

Seeing my name honored on the National Military Monument is a reminder that the greatest legacies aren't measured by what we own—they're measured by the lives we impact, the sacrifices we make, and the values we leave behind.
As someone who helps families plan for the future every day, moments like this remind me why I do what I do. Estate planning isn't just about documents—it's about preserving your story, protecting the people you love, and ensuring your legacy lives on for generations.
I'm incredibly proud to see a legacy honored in such a meaningful way. Today, I'm remembering everyone with gratitude and honoring all those who have served our country. 🇺🇸

Because every life has a story worth preserving, and every legacy deserves to be remembered.

It's hard to believe my little guy is officially heading off to kindergarten. It feels like just yesterday we were dropp...
08/01/2026

It's hard to believe my little guy is officially heading off to kindergarten. It feels like just yesterday we were dropping him off for his very first day of daycare , and now we're packing backpacks and wondering where the time went.
Life has a way of changing before we realize it. Kids grow, families change, and milestones come faster than we expect.
That's also a good reminder to revisit your estate plan. If it's been a few years since you last updated it, ask yourself: Does it still reflect your family, your wishes, and the people you trust most?
Just like we prepare our kids for their next chapter, it's worth making sure your estate plan is ready for yours.

If Compass Estate & Tax Planning has helped you protect your family, plan for the future, or navigate life's important d...
07/29/2026

If Compass Estate & Tax Planning has helped you protect your family, plan for the future, or navigate life's important decisions, we'd be incredibly grateful for your vote!

Every vote means the world to our small, local law firm, and we're thankful for the trust our clients and community have placed in us.

🧭 Please vote for Compass Estate & Tax Planning as your Favorite Law Firm!

Thank you for supporting local businesses and allowing us to help families throughout Wake County and the Triangle plan with confidence.
❤️ We truly appreciate your support!

https://vote.indyweek.com/?fbclid=IwdGRleATXBAVwZG9mBWZkaWQWULe_2ADYfyJJIwKnwVAfWexbQo3--WV4dG4DYWVtAjExAHNydGMGYXBwX2lkCjY2Mjg1NjgzNzkAAR7k5GXQXZ73wo6cXX_BnJclyrL9U0ifIG-Ggq3KEo1ANmLf5JVzsPYMSGTxCA_aem_jxHZuN8uUGk3sGTvb3pbxw

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Summer is here—bringing vacations, cookouts, pool days, and time spent making memories with the people who matter most. ...
07/23/2026

Summer is here—bringing vacations, cookouts, pool days, and time spent making memories with the people who matter most. ☀️🌴🍉
While you're checking off your summer bucket list, don't forget one item that can bring peace of mind all year long: your estate plan.
Taking a little time now to put a plan in place can help protect your loved ones and ensure your wishes are known, so you can spend less time worrying and more time enjoying the season.
Because the best summers are spent making memories—not leaving questions behind.
If you've been meaning to get your estate plan in order, we'd be happy to help.

07/23/2026

Thank you Positively Community

Congratulations Spain 🇪🇸 What a game!!! ❤️💛
07/19/2026

Congratulations Spain 🇪🇸
What a game!!! ❤️💛

Address

1155 Kildaire Farm Road, Suite 204
Cary, NC
27511

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19193414026

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