Matt, a native of Salisbury, North Carolina, is licensed to practice law in North Carolina and South Carolina. He practices in the areas of estate planning, elder law and estate administration. Matt prides himself in ensuring that clients have a clear and concise road map for families and individuals to plan for the future, protect and preserve their assets, and to focus on family after a loved one has died.  Matt received his Bachelor of Arts in Political Science with Honors from The University of North Carolina at Asheville and his Juris Doctor from Wake Forest University. Matt lives in Charlotte, North Carolina with his daughter and enjoys spending time with his family exploring the great outdoors. Matt is currently a member of the National Association of Elder Law Attorneys, the NC Bar Professional Vitality Committee, the Mecklenburg Bar Association, the Mecklenburg County Bar Lawyer Referral Service Committee, the North Carolina Bar Association and the South Carolina Bar Association.

Estate Planning The Importance of Reviewing Your Estate Plan Regularly
Although it would be so much easier if it were the case, estate planning is not a one-and-done process. Life happens, the law changes, and personal goals evolve over time, making it essential to review your estate plan regularly. Whether you live in North Carolina or South Carolina, keeping your estate plan...
The Importance of Reviewing Your Estate Plan Regularly  View Full Article
Estate Planning Understanding the Generation-Skipping Transfer Tax and Its Impact on Your Estate Plan
When estate planning, smart and strategic decision-making will help to ensure that your wealth is preserved and passed on to your loved ones efficiently. One often-overlooked aspect of estate planning is the Generation-Skipping Transfer Tax (GSTT)—a federal tax that can significantly affect the transfer of assets across multiple generations. 
Understanding the Generation-Skipping Transfer Tax and Its Impact on Your Estate Plan  View Full Article
Estate Planning Estate Planning for High Net-Worth Individuals: Unique Challenges and Strategies
When you’ve built significant wealth, protecting it takes more than just good financial decisions—it requires careful planning. Without a clear estate plan, your assets could be tied up in legal disputes, subject to high taxes, or passed down in ways you never intended. The laws surrounding wealth transfer can be complicated, and...
Estate Planning for High Net-Worth Individuals: Unique Challenges and Strategies  View Full Article