In everything we do, we believe in challenging
the legal status quo. We keep things simple, providing
peace-of-mind planning and resources in plain English.
We just happen to use Trusts, insurance, and other legal
documents to do it. Want to work with us?

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Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
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Recent Posts

Raleigh Supercon 2018

August 3rd, 2018|0 Comments

While I’m not a regular attendee at the various comic-cons, my wife Kathy and our two friends Meri and Tara really wanted to dress up as weeping angels from the Doctor Who series and go [...]

Adventures with Ewan

July 2nd, 2018|0 Comments

It is now year three that we have had the pleasure of our friend’s son Ewan come to stay with us annually for about a week and a half during the summer, and the adventures [...]

Give Your Trustee Room to Breathe

June 29th, 2018|0 Comments

“Who do you trust to handle financial decisions for you if you can’t? I don’t mean who is doing the investing. I mean if you are in a car accident and end up in a [...]

Three Reasons NOT to Gift Real Estate to Children

June 29th, 2018|0 Comments

With the rising cost of long-term care, families are starting to look more and more at planning for Medicaid to handle those costs. Unfortunately, this has led to a lot of ad hoc transfers based [...]