Happy First Day of School
Happy First Day of school for South Carolina schools (and North Carolina schools in a few days).
Now that school is in session don't forget to do your homework! Come see us so we can plan, protect and preserve your future.
"Education is not preparation for life; education is life itself." - John Dewey
Now that school is in session don't forget to do your homework! Come see us so we can plan, protect and preserve your future.
"Education is not preparation for life; education is life itself." - John Dewey
Protect Your Loved Ones From Abuse Online
When you read the title above, what was the age of the person that came to mind? If you are like most people, the first person you thought of was a child. However, older adults are just as vulnerable as children online.
Financial losses from elder fraud and abuse are estimated...
Protect Your Loved Ones From Abuse Online Continue reading…
Financial losses from elder fraud and abuse are estimated...
Estate Planning for Newlyweds
The “I do” to-do list seems like it is never-ending. There are flowers to pick out, venues to book, dresses and suits to find and get fitted, and a million other things that the bride and groom must attend to before walking...
Estate Planning for Newlyweds Continue reading…
Tips for Successful Succession Planning from Tommy Boy
If you have ever seen the cult classic Tommy Boy you should know that having a succession plan in place does not guarantee that your succession plan will be successfully implemented.If you have never seen it, you should since it’s hilarious. It tells the story of Thomas R. “Tommy” Callahan III’s...
Tips for Successful Succession Planning from Tommy Boy Continue reading…
Be Sure Your Estate Plan Includes Your Digital Assets
How can I ensure my estate plan includes my digital assets?In the past decade, banking and finances have moved to the digital realm. Most companies offer you the option of electronic statements, online bill pay, and electronic auto payments. These methods are more environmentally friendly and potentially time-saving,...
Be Sure Your Estate Plan Includes Your Digital Assets Continue reading…
A Known Unknown
“There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns — the ones we don't know we don't know. And if one looks throughout...
A Known Unknown Continue reading…
Estate Planning For Couples Who Aren’t Married
Sinatra crooned that love and marriage go together like a horse and carriage, but Old Blue Eyes might be singing a different tune if he were alive today. Many couples do indeed have one without the other, particularly if their current love is not their first. Couples in such a relationship may not...
Estate Planning For Couples Who Aren’t Married Continue reading…
Practical Tips For Passing A Vacation Home To The Next Generation
Having a vacation home on the beach or in the mountains is the goal of many Carolina families, but keeping that property in the family for the next generation to enjoy can be a challenge without proper planning. Below are a few tips for families that want to pass a vacation home...
Practical Tips For Passing A Vacation Home To The Next Generation Continue reading…
A New Funding Option For North Carolina Businesses
If you have been active on social media lately you have probably seen someone raising money for a good cause via an online platform like GoFundMe. These crowdfunding campaigns take the concept of the coffee can on the gas station counter and bring it into the 21st
A New Funding Option For North Carolina Businesses Continue reading…
Polly Wants A Cracker, And A Trust Fund
Fluffy, Fido, and Polly are more than just pets. They are family members. But unless you make special plans for them, they will be treated no differently than a piece of furniture when you die.A lot of people assume that their family members will step up and do the right thing for...
Polly Wants A Cracker, And A Trust Fund Continue reading…