Broker Check

Estate Planning

We believe everyone needs an estate plan.  It is not an ‘if’, but rather ‘when’ you will die or become disabled and need one.  We realize that protecting your legacy is important to you and your family. We get to know you and those important to you, so that when the time comes for someone else to handle your financial affairs, everything runs as smoothly as possible. We partner with The Law Offices of Cheryl David to ensure your wishes are followed.  Click below to learn more about our trusted partner.

Frequently Asked Questions About Estate Planning

  • What are the benefits of a will in North Carolina?
    • A will has a few primary benefits. A will allows you to dictate who receives your property once you pass away.  A will is also the only way to designate a guardian for your children.
  • What are the benefits of a living trust?
    • The primary benefit of a living trust is that your heirs can avoid the probate court process. You can choose a successor trustee to handle many of your affairs should you become incapacitated.
  • What estate planning documents do I need?
    • In addition to a will and/or a living trust you should have a durable power of attorney, a health care power of attorney a living will and a HIPAA authorization.  Please consult with an estate planning attorney for advice about your particular situation.

Have a Question?

Thank you!