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Hall & Burns Wealth Management, LLC

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  3. Estate Planning

Estate Planning

Have you considered your legacy?  Your wishes for how your wealth effects future generations may be crystal clear, but translating those wishes into reality can be difficult.  Over the years we have found that while many new clients have taken the time to meet with an attorney and have had documents prepared, they have not properly re-titled assets or updated beneficiary designations, creating serious risks to their overall estate plan.  We will help you understand how your assets will be distributed under your current estate plan and existing tax law.  Our team will work with your estate planning attorney to formalize your wishes and explore alternatives for minimizing projected estate taxes and related settlement costs, such as titling assets, using trusts, lifetime gifting strategies and charitable planning.

Additional estate planning considerations include:

  • Power of Attorney
  • Living Will
  • Health Care Power of Attorney
  • HIPAA Authorization

Our Services

  • Investment Management
  • Wealth Planning
  • Executive Planning Services
  • Risk Management
  • Estate Planning
  • Tax Planning

Contact Us

Hall & Burns Wealth Management is committed to helping you create a better financial future with objective and customized financial advice.

If you are interested in learning more about working together and the services we provide, we encourage you to please contact us by either phone, completing the form below, or clicking on the “schedule introductory call” button. We look forward to serving you!

 

 

 

Schedule Introductory Call

 

Address

1001 Winstead Drive, Suite 275, Cary, NC 27513

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Phone
919-228-6300
 

Fax
919-228-6301
 

E-mail
dhall@hallburns.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NC, FL, NY, TX, IA

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