resources

Strategy. Protection. Solutions.
For more information, please take advantage of our web resources below:

Our FREE Resources:

• 5 Mistakes Families Make When Choosing an Estate Planning Attorney

• Kids Protection Plan — Name a Guardian for your children for FREE

• Best Selling Book for Parents: ‘Wear Clean Underwear’ by nationally recognized author, Alexis Neely — FREE “choose your own adventure” style book about naming Guardians and protecting your family

• 7 Must-Dos When Naming Guardians for Your Kids

• Special Needs Freedom Guide

• The Questions That Need To Be Answered For Peace Of Mind During Retirement

• Family, Wealth Inventory and Assessment (Online Form) — Start the process to get more financially organized than ever

• Family, Wealth Inventory and Assessment (Fillable PDF) — Start the process to get more financially organized than ever

Family Resources:

• Choice Connections — FREE senior living advisory service

• Now What — A support network for widows

• AuthoraCare Collective — Grief Support for Adults and Children

• North Carolina AARP — Empowering Americans 50 and older to choose how they live as they age

Estate Administration Resources:

• NC Estate Procedures

• Estate Administration Checklist (Online Form) — Start getting organized to tackle a loved one’s probate estate

• Estate Administration Checklist (Word File) — Start getting organized to tackle a loved one’s probate estat

Property Resources:

• Guilford County Register of Deeds

• Guilford County Tax Department

Business Resources:

• North Carolina Secretary of State

• Loan Amortization Calculators