NC Business Planning & Business Succession Information for Cary-Area Business Owners

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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2020 Year-End Legal, Tax, Insurance Planning Opportunities 2020 Year-End Legal, Tax, Insurance, and Financial Planning Opportunities
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
LLCs for Asset Protection for NC Rental Property Owners Rental property owners should consider limited liability companies (LLCs) as part of their North Carolina asset protection plan
NC Asset Protection: Advanced Protection Planning Advanced asset protection planning generally introduces establishing trusts is states or countries with favorable asset protection laws for greater protection.
NC Asset Protection: Moderate Protection Planning Moderate-level asset protection planning generally involves the use of Modern Asset Protection Trusts, LLCs, and other legal entities to increase protection.
NC Asset Protection: Foundational Protection Planning Various levels of asset protection planning may be used depending upon the degree of protection sought, generally beginning with foundational planning.
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 Owners Need to Know 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.
Business Succession Plans in the Triangle Call 919.443.3035 to learn how establish a sound North Carolina business succession plan can help protect your company.