By: Daniel Hughes
Wills and trusts are two options to transfer your assets, but the key difference between these two documents is timing. A will goes into effect only after you die, whereas a trust becomes effective immediately.
By: Live Oak Private Wealth
Live Oak Private Wealth is pleased to announced the acquisition of Rocky Mount-based Jolley Asset Management.
By: Connor Keller
As we start a new decade, I thought it would be beneficial to start a blog highlighting some of the topics we talk about at Live Oak Private Wealth.