Residents of Greenville, SC, and surrounding communities now have access to an expanded legacy and inheritance planning service from financial services agency TruNorth Advisors (864-800-1831).
-- With an enhanced legacy and estate planning service, TruNorth Advisors aims to help more South Carolina residents ensure that their assets are properly handled after they pass away. The legacy planning professionals guide clients through each stage of the process, including understanding how assets are to be distributed, creating a will, establishing powers of attorney, and ensuring documents are safely stored.
More details can be found at https://retiretrunorth.com/
TruNorth Advisors points out that many individuals associate estate planning with high-net-worth individuals, which can result in them either delaying or not creating suitable plans for the future. With its service, the team aims to not only educate people about the importance of the process but also make it more accessible to regular families.
Research from Caring.com reveals that only 32% of American adults have a will in place, and that figure drops to just 24% for those aged 18-34. The report cites procrastination and a belief that they don’t own enough to warrant a plan as common reasons.
As TruNorth Advisors points out, anyone who has assets that are to be passed on should consider speaking to an estate planning professional. Courts and/or state laws step in when a will has not been created, which often results in family conflicts that could otherwise have been avoided.
“Many people often think that estate planning is only for the rich, but this is far from being the truth,” a company representative explained. “An estate can include savings accounts, life insurance, investments, and personal items, like jewelry, and estate planning ensures that you have full control over how these things are distributed, rather than state laws or probate courts doing it for you.”
About TruNorth Advisors
In addition to estate and legacy planning, TruNorth Advisors offers a variety of financial planning services focused on retirement and future financial security, including investment planning, income planning, tax planning, and long-term care. The company is headquartered in Greenville, South Carolina, and works with clients from across the US.
Interested parties can find more information by visiting https://retiretrunorth.com/financial-services/legacy-planning/estate-planning/
Contact Info:
Name: TruNorth Advisors
Email: Send Email
Organization: TruNorth Advisors
Address: 501 River St, Suite 101, Greenville, SC 29601, United States
Phone: +1-864-800-1831
Website: https://retiretrunorth.com
Source: PressCable
Release ID: 89164897
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