8008 Corporate Center Dr  - Suite 115 
Charlotte, North Carolina , 28226


Private Wealth Management For Select Individuals

inheritance, wealth transfer, will, estate, legacy

My parents asked me to be Executor/Executrix of their estate, what did I sign up for?

CNBC has a good article on what being an executor involves:

http://tinyurl.com/y9fgbu77

We don't have any kids, Why should we have an Estate Plan?

No heirs, no kids? You should still have an estate plan. CNBC explains why @ http://tinyurl.com/y8jlpouw

It's a New Year, stop procrastinating and take care of this

Do you have a will? You need one.

Half of Americans don't have a will, a Gallup survey found last year....

Money shows you specific issues that a will must address, and more: http://tinyurl.com/h2jbezm

Ever give your kid $20 and think... Didn't I just give you money? What happens when you give them $200,000? Some suggestions...

An Atlanta Journal-Constitution post lists 5 keys to transferring family wealth (and 3 causes of heir discord): http://tinyurl.com/ptcyep4

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Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

If you are receiving solicitations to buy or sell products from TCA Financial Group outside of North Carolina, please do not respond. We are located only in North Carolina with no TCA Financial representatives outside of this state.

 

 

 

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

If you are receiving solicitations to buy or sell products from TCA Financial Group outside of North Carolina, please do not respond. We are located only in North Carolina with no TCA Financial representatives outside of this state.

 

 

 

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