If you're just getting started, one of the best ways to get started is by attending one of our free public seminars. Even if you've done planning in the past, attendees regularly tell us that it was worth the investment of their time to attend. In fact, some of our existing clients attend periodically for a "refresher."
Read what others have to say after attending!
"Excellent understanding of the importance of estate planning." - Bryan, Cary, NC
"Very good coursework for those just beginning to look at estate planning." - Alice, Fayetteville, NC
"A great introduction that illuminates just how much of a labyrinth this subject is." - Travis, Cary, NC
"Very informative. Although it does provide good 'general' info, it also lets you glimpse on the amount of information and tools available for planning and future protection of assets. I would like to make an appointment for a consultation." - Rose Marie, Apex, NC
"A lot of information taught as clearly as possible by Jackie." - Eddie, Cary, NC
"A fantastic nuts and bolts approach. Jackie breaks it down in layman's terms. As a CPA, I am impressed with her expertise and ability to educate." - Susan, Apex, NC
"After attending a seminar wtih Jackie we knew she was the only one to handle our estate. The office staff is very professional. We have learned so much about the importance of estate planning. You will not find a better person to do your estate planning than Jackie and her staff." - Richard, Raleigh, NC