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Monthly Archives: April 2021
OWN YOUR OWN BUSINESS? YOUR ESTATE PLAN MUST ADDRESS BUSINESS SUCCESSION
You are responsible and prudent in all of your affairs. Because you want to ensure that your family is in a good place financially after you pass on, you have done your estate planning — powers of attorney, wills, trusts and everything they will need to adjust to life without you. But have you been just as diligent…
LEGAL GUIDANCE CAN STRENGTHEN YOUR ESTATE PLANNING EFFORTS
At one time, residents of Indian Trail and Charlotte, NC, believed estate planning was only for the wealthy. Today, more people have come to recognize the many benefits that come with estate planning. A few of these benefits include: Helping minimize the expenses and taxes associated with transferring property to your loved ones after your death Creating healthcare…
INSIDER TRADING ACCUSATIONS MAY MEAN FEDERAL CHARGES
Many people speak about how their company has ethical practices; however, saying that you adhere to a certain code and doing it are two different things. One thing that all companies have to be especially careful about is how people who have inside knowledge about the company’s fortunes It’s illegal for a person who has intimate knowledge of…
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Union County – Indian
Trail Office
118 Matthews-Indian Trail Road Indian Trail, NC 28079
Call Us Now704-625-0691
Mecklenburg County –
Charlotte Office
128 N. McDowell Street Suite A Charlotte, NC 28204
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