When you love someone with a disability, your concerns don’t stop at the day-to-day. You think about the long term—the 'what ifs' that keep you up at night. What will happen when you’re no longer here to care for them, advocate for them, or provide for them financially? For many families across North Carolina, a Special Needs Trust is the key to answering those questions with confidence. In this article, we’ll explore how Special Needs Trusts work, why they matter, and how thoughtful legal planning can give your loved one a secure, supported future—no matter what tomorrow brings.

As Veterans Day approaches, we honor the courageous men and women who have served our country with dedication and resilience. Veterans’ legacy of service speaks to their commitment to protecting America's future. Now, it’s time to consider how you can protect your family’s future through a comprehensive estate plan, or what I call a Life & Legacy Plan. Learn more about your Veteran’s basic planning essentials.

Much like a military mission, estate planning requires attention to detail, foresight, and a commitment to those who depend on you. In this article, we'll explore the unique estate planning opportunities available for veterans and steps to ensure your family benefits fully from your legacy of service.