Legacy Preservation

Protect a Long-Lasting Legacy

Preserving your legacy through effective planning involves more than having a last will and testament. A sound, well-crafted estate plan can also help with your financial affairs during retirement and with the distribution of your wealth after death.

In addition, an effective estate planning strategy can spell out your financial and healthcare wishes and help ensure that they’re carried out – even if you are unable to communicate.

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

Wills, Trusts, and Estate Attorneys

A basic estate plan could include having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. The cost of getting these basic elements in place is affordable, and the peace of mind they provide can be priceless.

At Pinehurst Wealth, we have long-standing relationships with qualified trust and estate planning attorneys that can provide you with legal guidance and help draft the appropriate documents.

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Are you confident in how your legacy will be protected?

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