Meghan B. Falk

Meghan advises individuals, multi-generational families and closely held business owners with respect to all aspects of tax planning, estate planning and business succession planning to achieve their personal and financial goals.

Her practice includes the preparation of both testamentary and lifetime estate planning documents targeted to minimize transfer taxes and preserve wealth. She helps closely held business owners with business succession planning and the transfer of business interests. She also advises clients on the formation and governance of nonprofit organizations to achieve their charitable goals. As a member of the North Carolina and South Carolina state bars, she regularly works with other advisors to ensure coordinated and seamless planning for her clients.