Tel: 704-634-0468

Estate Planning

You’ve worked too hard to build up a substantial nest egg to not pass it on to future generations.
There are ways to ensure that your assets will remain intact after estate taxes and other costs are paid. This permits your estate’s distribution as you had planned.

Protecting your greatest asset…
Federal estate taxes are generally due within nine months of death and could absorb nearly 50% of your assets before a single dollar goes to your heirs. We let you plan ahead to help provide funds for taxes and settlement costs. This insurance, also known as second to die, covers both you and your spouse and the benefits are paid on the second death – when your estate passes to your heirs and estate taxes are generally due.

Flexibility for Today and Tomorrow
We have multiple policies and strategies in dealing with your estate.


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