Greater Raleigh Living

03/05/2025

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!

12/22/2023

12/20/2023

If you or your Trust own a business 🏢 or make decisions for one, you need to read this week’s blog: “Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline.” 📑👀
www.DraftYourLegacy.com/blog

12/18/2023

The Corporate Transparency Act’s reporting rules seem straightforward, but the penalties for non-compliance can be substantial. 😱💸 Make sure to read this week’s blog to learn who needs to report and how you can get a year-long reporting extension - but only if you act NOW. ⏳

12/15/2023

We love our clients, and they love the service they receive from working with our firm.
That’s because we don’t just see the attorney-client relationship as a transaction - we truly see it as a lifelong relationship where we are there for you and your loved ones not just as your estate planning attorneys, but as your trusted advisors.
If you want to see what we can do for you and everyone you love, reach out!

12/11/2023

Since money laundering and terrorist financing are often conducted using small businesses 🕵️, the Corporate Transparency Act aims to collect information on small companies, so entrepreneurs and family business owners should take extra care to meet the filing requirements. 📃✅

12/07/2023

Estate planning for your retirement account is so important if you’re in a blended family.👪 If you don’t plan ahead, your retirement could go to the wrong person and create serious conflict.
Find out how to make sure your retirement goes to the right people in this week’s blog. 📖
www.DraftYourLegacy.com/blog

12/07/2023

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! 💻

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...

12/05/2023

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.

12/01/2023

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.