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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News & Upcoming Events

Are you thinking about downsizing? Considering retirement housing options? This seminar will help you plan ahead and ask the right questions to avoid a downsizing disaster. Moving out of your home is more than a financial decision. There are a host of emotional and logistical challenges that are part of the process. Let’s talk about when to get started, questions to ask, and resources that can help you in the process.

Presenter: Mary Margaret Tate, RE/MAX United Mary Margaret and her partner Becky Harper have helped many clients downsize and move to a new home that may better fit their needs whether that is a condo, townhome, ranch, active retirement community or CCRC community.

Location: American Frontier, 1600 Olive Chapel Road Suite 128 Apex, NC 27502

This is a free event open to the public. Feel free to grab a ticket here.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

Hear From Our Clients

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.
“Easy, informative and an enjoyable process. We feel we’ve received excellent services and we feel that we’ve been taken care of.” Nancy A & Nancy C

Featured Videos

Video Answers to our most asked questions

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