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November 28, 2024

The White Elephant Gift Nobody Wants: Family Conflict

We’ve all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Jim steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the best gifts between them. Cousin Sarah gets stuck with the singing fish. Someone’s definitely holding a grudge about that coffee mug from three swaps ago. Now imagine that same dynamic, except instead of gag gifts, it’s Dad’s classic car, Mom’s jewelry, or the family cabin. And there are no rules, no turns, and no laughing it off afterward.

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November 25, 2024

How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays

As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter most.

What will happen when you are gone?

How will your loved ones be cared for?

What legacy will you leave behind?

This season offers a rare opportunity to bring love, not fear, into these important conversations. In this article, you will learn how to shift your mindset about death and money, how to open heartfelt conversations with your family, and how to turn those talks into meaningful action with a Life & Legacy Plan.

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November 1, 2024

All About My Practice + This Blog

Welcome to my practice and my blog! I am an attorney with over two decades in the legal field. I’ve been successfully representing clients in North Carolina from the mountains to the coast (based in Charlotte), though for years I worked for law firms. I recently chose to work for myself because I wanted to focus on what I found really rewarding as an attorney: working with people to solve real-world problems.

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