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Before you scroll: I am not an attorney, and I am not a registered investment adviser. This guide is education for the general public, not legal, tax, or investment advice, and nothing here is a recommendation to buy or sell any security or a substitute for advice about your specific situation. Under North Carolina law (Chapter 84 of the General Statutes) only a licensed attorney may draft your estate documents or advise you on your legal rights, and nothing here creates an attorney client relationship or a fiduciary engagement. Every figure is an illustration computed from stated assumptions and historical data; hypothetical projections are not promises, and past performance never guarantees future results. Bring what you learn here to a licensed North Carolina attorney, a tax professional, and a registered investment adviser.

A Client Guide

Wealth has seasons.
Here's the whole year.

Spring plants it, summer grows it, autumn harvests it, winter protects it — and a new spring hands it on. Scroll the seasons, tap any bubble to learn the move. Flip Advanced (top right) to see the machinery underneath — the structures advisors and estate attorneys actually use.

This is me: Married Kids Business owner Loved one with special needs

The seasons are the same for everyone.
The plan never is.

A one-hour conversation can tell you which season you're in and which two or three moves matter most right now.

What would happen if it all happened today? If you can't answer comfortably, that's the place to start.

Start the conversation