Estate & Legacy Planning

Estate Planning

… is simply determining how to protect and best manage your estate while you are alive and where your assets should go after you die.

There are many different types of trusts and they can be complex to set up and execute. We can walk you through the various options that are appropriate for you and your loved ones and direct you to a highly qualified attorney to draft the legal documents consistent with your goals.

Call 910-235-4140 or contact us today for a no obligation 3-Step Review and learn how your heirs can receive their inheritance in a tax and cost effective manner.

 

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*Guarantees rely on the financial strength and claims-paying ability of the issuing insurance company.

Complimentary Consultation


Learn more about Pinehurst Capital, Inc. and how we can help you with your current situation.

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Learn more about Pinehurst Capital, Inc. and how we focus on the needs of retirees and soon-to-be retirees.

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