Tag Archives: northeast north carolina

3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high-risk professions need to have an asset protection plan.

But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances.  

What Exactly Is Asset Protection Planning?

Asset protection planning...
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Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...
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7 Things Investors Look For In A Business Plan

If you are considering starting or expanding a small business, you may be wondering where to get the funds to cover some of the necessary expenses.

You may be considering outside funds or investors.

If so, it’s important to remember that you will need to provide prospective funders with a well-thought-out and professional business plan, regardless of...
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