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Monthly Archives: June 2021
BUILD A POWERFUL ESTATE PLAN UPON THESE FOUNDATIONAL DOCUMENTS
In many cases, the community members we serve in Charlotte and Indian Trail, North Carolina, are new to estate planning. They do not know where to begin or how to get started. Unfortunately, confusion about estate planning usually results in two mistakes. Ignoring the need to create a plan or making a simple will and calling it finished.…
COULD A COMPANY CREDIT CARD LEAD TO ALLEGATIONS OF EMBEZZLEMENT?
A company credit card can be a perk or a necessity depending on the kind of job you do. If you travel on behalf of your company, a card is often necessary to cover lodging, transportation expenses and food. Even if you work in a managerial position, a card can make it easier for you to buy supplies…
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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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