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Estate & Legacy Planning

Legacy planning is an important part of your retirement plan. With a smart legacy plan, you can help reduce taxes on your estate, plan for your family to be taken care of, and help make your wishes known.

We have an in-house attorney (Greenville office) to assist with your legal questions and needs, such as probate, trusts, power-of-attorney, and advance directives.

Key Legacy Questions to Ask

When planning for your estate, we go through a list of key questions to help understand what you want out of your legacy plan, like:

  • What are all of your estate assets (assets that are deeded, titled, or legally belonging to you)?
  • Who would you like to receive those assets?
  • When should they receive those assets?
  • Who do you want to care for your dependents if you are no longer able to?
  • What funeral and final resting arrangements do you want and how would you like to cover those costs?

There are more questions that we’ll go over with you in office, but these are a few to help get you thinking about your legacy plan goals. If you’d like to talk more about your legacy plan, reach out to us at your closest NorthStar location.

Wills and Revocable Trusts

Our office provides guidance on living wills and revocable trusts – two of our services that often have the strongest impact on your 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 brand-new will or want to review and update older documents, we can provide the professional foresight to grant you added peace of mind.

Power of Attorney

Our estate and legacy planning services also include reviewing and implementing your desired power of attorney. Your wealth and assets should be protected no matter the future, and a power of attorney ensures the ones you trust most will make the decisions impacting you the most no matter what happens.

There are more questions that we’ll go over with you in office, but these are a few to help get you thinking about your legacy plan goals. If you’d like to talk more about your legacy plan, reach out to us at your closest NorthStar location.

Estate & Legacy Planning in North & South Carolina

Complete the form below to speak to one of our financial advisors about your estate & legacy planning and download your complimentary copy of our Legacy Checklist Guide!
  • This field is for validation purposes and should be left unchanged.

Estate & Legacy Planning in North & South Carolina

Complete the form below to speak to one of our financial advisors about your estate & legacy planning and download your complimentary copy of our Legacy Checklist Guide!
  • This field is for validation purposes and should be left unchanged.