Strategy. Protection. Solutions.
For more information, please take advantage of our web resources below:
Our FREE Resources:
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5 Mistakes Families Make When Choosing an Estate Planning Attorney
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Kids Protection Plan — Name a Guardian for your children for FREE
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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
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7 Must-Dos When Naming Guardians for Your Kids
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Special Needs Freedom Guide
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The Questions That Need To Be Answered For Peace Of Mind During Retirement
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Family, Wealth Inventory and Assessment (Online Form) — Start the process to get more financially organized than ever
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Family, Wealth Inventory and Assessment (Fillable PDF) — Start the process to get more financially organized than ever
Family Resources:
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Choice Connections — FREE senior living advisory service
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Now What — A support network for widows
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AuthoraCare Collective — Grief Support for Adults and Children
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North Carolina AARP — Empowering Americans 50 and older to choose how they live as they age
Estate Administration Resources:
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NC Estate Procedures
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Estate Administration Checklist (Online Form) — Start getting organized to tackle a loved one’s probate estate
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Estate Administration Checklist (Word File) — Start getting organized to tackle a loved one’s probate estat
Property Resources:
Business Resources: