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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.

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.

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.