Happy Times

Happy Times, June 2022

June 2022

Feel the summer breeze.  Summer is here.  So, sit back and sip your iced beverage.  No need to worry.  Schweizer and Associates has you covered.

  Inside this issue:

  • The Critical Importance of Estate Planning for Your Business’ Future
  • Stress Test Your Estate Plan
  • Happy Lawyer Corner
  • Meet Our New Paralegal
  • What’s new at Schweizer & Associates?

We are open for appointments for all of your estate planning, real estate and small business needs.  We now offer virtual /zoom appointments as well as in person appointments.  So give us a call – the mini loaves are calling your name.

Building a business is hard work.  From the initial planning stages, to execution, to the day-to-day management of the business, there is a lot to do.  With so many pressing obligations, it’s no wonder that estate and succession planning are usually the last things considered by business owners. 
But, as a business owner, your business is probably one of the largest and most important assets you have.  Protecting it, yourself, and your family must be made as much a priority as the day-to-day management.  In order to properly protect your future, here is an easy six-step process.

Read More
If you own a business and need help creating a business succession plan, we would love to assist you with your small business attorney needs.  
Have you experienced any life changes recently?  Does your will need to be updated?  Are you stressed at the thought of creating an estate plan? If so, give Kristen Mackintosh, The Happy Lawyer, a call.  She would love to review your existing estate plan, offer recommendations and then update your plan.  

Best part?  Free consultations.  And, the baked goods of course.  Contact us now.

The Happy Lawyer Corner

What’s on the agenda for The Happy Lawyer?  This month she will be discussing the following topics:
  1. Retirement Planning for Business Owners
  2. Rewarding Your Employees by Giving Them the Business
  3. Passing along a Benefit, Not a Burden
You can read our blogs here:  https://nclegalcounsel.com/category/legal-news/blog/
Tune in each week to our Instagram, Facebook and Linkedin Pages to learn more about these topics each day.  Every week, The Happy Lawyer will be posting videos, blogs and articles of interest on the weekly topic.  On Fridays, she will offer some type of  media for you to download:  an infographic, workbook, e-book or checklist.

You will not want to miss this month’s webinar:
Sign up here: https://www.eventbrite.com/e/364406568857

Webinar will be held on Wednesday, June 29, 2022 at 1:000 p.m. via zoom.  Replays will be available on our youtube channel and our website.
Meet our newest paralegal, Brittany McCarver.  We are so happy she joined us.  Brittany is assisting our Happy Lawyer, Kristen Mackintosh with estate planning.  Stop by and say hi to Brittany if you are in the area.
Brittany McCarver graduated from the College of Charleston in 2018 with a bachelor’s degree in History. She then went on to receive a master’s degree in Library Science with a concentration in Archives and Records Management from the University of North Carolina at Chapel Hill in 2020, as well as a master’s degree in Public History from North Carolina State University in 2021.

Brittany has experience in archives, historical research, and writing.
In her spare time,

Brittany enjoys reading, crocheting, cooking, baking, watching football (Go Steelers!), and hanging out with her cat, Pippa.