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Myths About Trusts

Join us for the third presentation of our series: Estate Planning from Home.

This time we will discuss the many misconceptions about Trusts.

Topic: Myths About Trusts – Things You Thought You Knew

Time: June 2 , 2020 12:00 PM

Meeting ID: 815 4562 9093; Password: 206473

Join Zoom Meeting › continue reading.

Myths About Wills: Things You Thought You Knew

Join us for the second presentation of our series: Estate Planning From Home.

This time we will cast aside some misconceptions about the purpose and function of a Last Will and Testament.

Topic: Myths About Wills

Time: May 19, 2020 12:00 PM

We will have a chat box available to › continue reading.

Presentation: 10 Things to Do Now

Virtual Web Series: Estate Planning From Home

We held our first virtual meeting on Tuesday, May 5th which provided ideas for “pre” estate planning –  simple tasks which you can do for yourself now.

The summary can be found here.

Or, we have posted a video on YouTube.

Please › continue reading.

New Web Series Begins May 5th at Noon: Update Your Estate Plan From Home

Many of you are staying home during the Covid 19 pandemic. Now is a great time to give your estate plan a review and update. May 5 kicks off of our new web series. Won’t you join us?

Time: May 5, 2020 12:00 PM Eastern Time (US and Canada)

Join › continue reading.

Client Accommodations during Covid 19 Pandemic

These are hard, scary times for all of us. If your work is not essential, please try to stay home and out of crowded areas. We are trying to come up with ways to continue to serve the legal needs of our clients without risking anyone’s health. Need a phone › continue reading.

The North Carolina Real ID.

The North Carolina REAL ID


The NC Real ID is a driver’s license or State ID card issued by the North Carolina Division of Motor Vehicles (DMV) that meets new federal identification standards.  These identification standards were established by Congress after the 9/11 terrorist › continue reading.

Attorney Dee Wallis & Margo Arrowsmith Discuss Aging in Place

First in her series of interviews with elder care providers, elder advocate Margo Arrowsmith talks to Dee Wallis about general powers of attorney, healthcare powers of attorney, guardianships, managing assets, understanding family dynamics, and assembling your team so you can age in place!› continue reading.

Tips for Avoiding Scams

One day out of the blue, Janice got a telephone call from a man claiming to be with a computer repair company she had used in the past. The man said her computer had been hacked and needed to be fixed. The man offered Janice a lifetime maintenance agreement for continue reading.