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Our office provides guidance on wills and revocable trusts – two of our services that often have the strongest impact on your family’s future. Your final wishes are more than just wishes to us; they’re expectations that deserve to be set in stone.
Whether you need a new will, or want to review and update older documents, we can provide the professional insight to grant you peace of mind.
Wade Cupcheck is our in-house estate planning attorney who can design a legal strategy that protects your loved ones, your wealth, and your legacy.
A well-crafted estate plan can minimize taxes and court fees, preserve family harmony, and ensure that the resources you’ve built over your lifetime are used wisely.
From Wills and Powers of Attorney to more complex trust planning, Wade will help ensure your estate is properly structured to accomplish your family’s goals.
Recent (and high-impact) changes to the SECURE Act could have created critical vulnerabilities in your legacy plan.
These major weaknesses could cause you to unknowingly unravel the detailed estate plan you currently have in place.
The result?
You could be:
The right estate strategy gives your loved ones a meticulously detailed picture of your intentions.
All the while, paying Uncle Sam as little as possible.
We realize it’s easy to put this off. It doesn’t feel urgent.
You may have created your legacy plan ages ago (or even quite recently) and assume your estate is already well protected.
Recent changes introduced by the SECURE Act may have left your estate plan (and your loved ones) vulnerable.
These specific changes are complicated and confusing.
And to make things more complicated, you only have a limited window of opportunity (just until Dec. 31, 2025, or maybe sooner if laws change under the new administration) to take advantage of the opportunities in current tax laws before they disappear.
You can protect your family by booking your FREE Legacy Review to clean up your estate plan (so it’s exactly as you intended) AND take advantage of current favorable tax laws…
OR
You can leave your legacy the way it is and risk causing some critical (and irreversible) pitfalls for your loved ones.
Are you interested in your FREE 1-on-1 Legacy Review? Meet with the NorthStar Financial, Estate, and Tax Planning team by calling (864) 297-0762.
Retirement can bring unexpected tax and legal challenges if you’ve not updated your wills and trusts for several years or if you don’t have these documents at all.
We’ll ensure your assets are properly secured to ensure peace of mind and comfort for you, your family, beneficiaries, and future generations.
Call us today for a complimentary consultation.
NorthStar Financial & Retirement Planning (864) 297-0762
Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.
It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.
Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!
Main Office
113 Whitsett Street
Greenville, SC 29601
Phone: (864) 297-0762
Fax: (800) 716-9883
Email: [email protected]
714 Oakland St
Hendersonville, NC 28791
Phone: 864-297-0762
Fax: (800) 716-9883
Biltmore Park Town Square
28 SCHENCK Parkway
Building 2B, Suite 200
Asheville, NC 28803
Phone: 864-297-0762
Fax: (800) 716-9883
We Serve Clients Virtually Across the United States
Schedule an appointment today!
Phone: 864-297-0762
Investment Advisory Services offered through Delta Investment Management, LLC, a Registered Investment Advisor. NorthStar Financial & Retirement Planning, LLC and Delta Investment Management, LLC are not affiliated. Annuity guarantees, including optional riders, are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products, including annuities, offered through NorthStar Financial and Retirement Planning. Life and annuity licensed in License No: 5538278.
Investing involves the risk of loss. Past performance is not an indication of future performance.