If you're a business owner, you need a trusted advisor on your side that can help you avoid legal landmines. Many business owners invest thousands of hours of sweat equity in building and growing their business and their personal financial well-being is often directly tied to the financial health and well-being of their business. We're here to help business owners in the Raleigh-Cary area make smart decisions that help them maximize their asset protection so they can build a lasting legacy and pass their business down to future generations.
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SBA Loans & Economic Incentives Update for April 3, 2020 SBA Loans & Economic Incentives Update April 3, 2020--Insider's perspective on SBA Paycheck Protection Program, EIDLs, and next steps -
Using LLCs for Asset Protection for NC Rental Property Owners North Carolina rental property owners should consider limited liability companies (LLCs) and asset protection trusts as part of their asset protection plan. -
Levels Of North Carolina Asset Protection Planning: Advanced Asset Protection Planning Advanced asset protection planning generally introduces establishing trusts is states or countries with favorable asset protection laws for greater protection. -
Levels Of North Carolina Asset Protection Planning: Moderate Asset Protection Planning Moderate-level asset protection planning generally involves the use of Modern Asset Protection Trusts, LLCs, and other legal entities to increase protection. -
Levels of North Carolina Asset Protection Planning: Foundational Planning Various levels of asset protection planning may be used depending upon the degree of protection sought, generally beginning with foundational planning. -
An Overview of North Carolina Asset Protection Laws Asset protection planning begins with understanding North Carolina and Federal asset protection laws relating to your home, retirement plans, and other assets. -
What Business Owner Clients Need to Decide About Passing Down Control Jackie Bedard, Cary, NC estate planning attorney discusses what business owners need to know about passing down control of their business. -
Establishing a plan for your North Carolina business after you are gone will let your legacy live on Call 919.443.3035 to learn how establish a sound North Carolina business succession plan can help protect your company.