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Estate and Legacy Planning in Morehead, NC

At Good Life Financial Advisors of Morehead City, NC, our mission is to help you work toward financial freedom with strategic planning solutions, like estate and legacy planning.

Proactive guidance is paramount when working toward financial goals that serve your best interest. And while there are many benefits of estate and legacy planning, knowing exactly what it entails is essential in deciding whether or not it is right for you. Here’s what you need to know.

What Is Estate and Legacy Planning?

Estate and legacy planning involves deciding how your assets will be passed on to your family and loved ones after your death. Legacy planning can be fairly complex, depending on the size of your estate. 

The process involves more than just deciding which assets go to which people—it also includes minimizing the taxes on the assets you pass down. Many people don’t realize it includes funeral arrangements, too.

Am I a Good Candidate for Estate and Legacy Planning?

If you’re considering estate planning in Morehead City, you might wonder whether it’s the right choice. Many people think they don’t have enough assets to pass down or are too young to create a will. However, estate attorneys generally agree you’re never too young or poor for estate planning.

That said, estate and legacy planning are especially important if you have anyone who financially depends on you or if you own one or more valuable assets—like cars, homes, or property.

How Can Estate and Legacy Planning Benefit Me?

Estate planning in Morehead City can give you peace of mind, which you can’t put a price on. It can also save your loved ones from the often-agonizing process of deciding how to manage your assets when you pass on.

Schedule Your Complimentary Discovery Call

We hope you enjoyed learning about the benefits of estate planning in Morehead City. If you believe you are a good candidate or have questions, our team is here to help! At Good Life Financial Advisors of Morehead City, we believe in empowering our clients with education and resources so that they can feel confident about their financial future.

To learn more about estate and legacy planning, contact us today to schedule a complimentary Discovery Call. This meeting is a no-obligation consultation to discuss your current life circumstances, financial situation, and long-term goals. It is also an opportunity for you to learn more about us and determine whether you feel comfortable moving forward with our team of financial professionals.

If you’re ready to discover the Good Life, contact us today to schedule your free consultation. We hope to help you soon!

 

The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.

Good Life Financial Advisors and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.