Estate Planning Attorneys in Pinehurst, NC

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List of Firms

Top Pinehurst, NC Estate Planning Law Firms

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Carolina Tax, Trusts & Estates
5 out of 5
Location 135 E Massachusetts Ave, Southern Pines, NC 28387, USA
Phone (910) 725-0498
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Pate William H.
Location 15 Chinquapin Rd, Pinehurst, NC 28374, USA
Phone (910) 295-2161
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Hillsborough Wills & Trusts
5 out of 5
Location 1000 Corporate Dr # 109, Hillsborough, NC 27278, USA
Phone (919) 245-8440
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Gilliam Law Firm PLLC
5 out of 5
Location 307 Person St, Fayetteville, NC 28301, USA
Phone (910) 485-8899
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Thompson Jr Hurley E
5 out of 5
Location 208 Monroe Rd, Carthage, NC 28327, USA
Phone (910) 947-5141
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Later Stephen F
Location 120 Applecross Rd, Pinehurst, NC 28374, USA
Phone (910) 692-4900
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Gorenflo Bierbaum & Campbell
Location 200 McCaskill Rd E, Pinehurst, NC 28374, USA
Phone (910) 215-0980
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Salem Law
5 out of 5
Location 1645 Westbrook Plaza Dr, Winston-Salem, NC 27103, USA
Phone (336) 406-6735
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Starrett Law Firm
5 out of 5
Location 3540 Toringdon Way Suite 200, Charlotte, NC 28277, USA
Phone (704) 887-4944
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Van Camp Meacham & Newman Pllc: Yelverton III Richard L
5 out of 5
Location 2 Regional Cir, Pinehurst, NC 28374, USA
Phone (910) 295-2525
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Van Camp, Meacham & Newman, PLLC
4 out of 5
Location 2 Regional Cir, Pinehurst, NC 28374, USA
Phone (910) 295-2525
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Hutchens Law Firm LLP
4 out of 5
Location 130 Turner St C, Southern Pines, NC 28387, USA
Phone (910) 684-8688
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Pate & Scarborough LLP
5 out of 5
Location 15 Chinquapin Rd, Pinehurst, NC 28374, USA
Phone (910) 295-2161
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The Law Offices of Cheryl David
5 out of 5
Location 528 College Rd, Greensboro, NC 27410, USA
Phone (336) 547-9999
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King Law Firm
4 out of 5
Location 100 Magnolia Rd #2231, Pinehurst, NC 28374, USA
Phone (800) 635-1683
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Lake Norman Wealth Counsel
5 out of 5
Location 11330 Vanstory Dr, Huntersville, NC 28078, USA
Phone (704) 464-8809
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Cary Estate Planning
5 out of 5
Location 155 Parkway Office Ct STE 200, Cary, NC 27518, USA
Phone (919) 642-4458
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Estate Planning Lawyers in Pinehurst, NC

Where Estate Planners in Pinehurst, NC Serve

Nestled in the heart of North Carolina lies the charming town of Pinehurst, a place steeped in history and natural beauty. Home to the world-renowned Pinehurst Resort and Country Club, this town boasts some of the most iconic landmarks in the state, including the historic Carolina Hotel and the Pinehurst No. 2 golf course, which has hosted multiple U.S. Open Championships. Pinehurst is also a hub for business, with top employers such as FirstHealth of the Carolinas, Pinehurst Surgical Clinic, and Pinehurst Resort providing ample job opportunities for residents. Major highways such as U.S. Route 1 and North Carolina Highway 211 run through the town, making it easily accessible for commuters and visitors alike. The town is divided into several distinct neighborhoods, each with its own unique character and charm. From the upscale homes of Old Town to the cozy cottages of Village Acres, there is a neighborhood to suit every taste and budget.

Financial Services Related to Estate Planning in Pinehurst, NC

Banks and Credit Unions

Residents of Pinehurst, NC can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who want to purchase a home in Pinehurst, which is a popular retirement destination due to its mild climate and scenic beauty. Secondly, a bank can help residents save money by offering savings accounts and investment opportunities, which can be especially useful for those who are planning for their retirement. Additionally, a bank can provide loans to small business owners in Pinehurst, helping to stimulate the local economy and create jobs. Finally, a bank can offer convenient banking services such as online banking and mobile banking, making it easier for residents to manage their finances. Overall, a bank can play an important role in helping residents of Pinehurst achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Pinehurst, NC can benefit greatly from the services of an insurance broker. Pinehurst is a small town with a population of just over 15,000 people, and many of its residents are retirees or elderly individuals. An insurance broker can help these individuals navigate the complexities of Medicare and supplemental insurance plans, ensuring that they have the coverage they need for their healthcare needs. Additionally, Pinehurst is home to many golf courses and resorts, making it a popular destination for tourists. An insurance broker can help local businesses in the hospitality industry find the right insurance coverage to protect their assets and employees. Whether you're a retiree or a business owner, an insurance broker can provide valuable guidance and support in navigating the world of insurance.

Retirement Planning

Residents of Pinehurst, NC can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan for each individual that takes into account their unique financial situation and goals. This is especially important in Pinehurst, where the population is largely made up of retirees and seniors. A retirement planner can help residents navigate the complex world of retirement savings and investments, ensuring that they have a solid plan in place to support them throughout their golden years. Additionally, a retirement planner can provide valuable advice on healthcare and long-term care options, which is particularly important in a community like Pinehurst that has a large elderly population. Overall, a retirement planner can be an invaluable resource for residents of Pinehurst, helping them to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Pinehurst, NC could benefit greatly from the services of a wealth manager. Pinehurst is a small town that attracts many retirees and golf enthusiasts, which means that the population is likely to have a higher net worth and a greater need for financial planning. A wealth manager could help these individuals with retirement planning, investment strategies, and estate planning. Specifically, with Pinehurst being a retirement destination, a wealth manager could assist in creating a retirement plan that takes into account the cost of healthcare in the area, which is higher than the national average. Additionally, Pinehurst is home to several world-renowned golf courses, and a wealth manager could help golf enthusiasts invest in golf-related opportunities, such as golf course ownership or golf-related stocks and funds. Overall, a wealth manager could provide valuable guidance to residents of Pinehurst, NC, helping them to achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of Pinehurst, NC could benefit greatly from the services of a financial advisor. One specific way that a financial advisor could help Pinehurst residents is by assisting with retirement planning. Pinehurst has a large retiree population, and a financial advisor could help ensure that these individuals have a solid financial plan in place for their retirement years. This might include creating a budget, developing an investment strategy, and identifying potential sources of income. Additionally, a financial advisor could provide guidance on how to manage debt, maximize Social Security benefits, and plan for healthcare expenses. With the help of a financial advisor, Pinehurst residents can feel more confident about their financial future and enjoy their retirement years to the fullest.

Mortgage Loan Officer

Residents of Pinehurst, NC would benefit greatly from the services of a mortgage loan officer. Pinehurst is a small town with a population of just over 16,000 people, and many of its residents are retirees or second homeowners. A mortgage loan officer can assist these individuals with financing options for purchasing a home or refinancing an existing mortgage. Additionally, Pinehurst is a popular golf destination, and a loan officer can help finance the purchase of a vacation home or investment property. With their expertise in the local real estate market and knowledge of available loan programs, a mortgage loan officer can provide valuable guidance and support to residents of Pinehurst looking to achieve their homeownership goals.

Tax Services

Residents of Pinehurst, NC can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help Pinehurst residents is by providing guidance on how to navigate the state's tax laws. North Carolina has a unique tax structure that includes a flat income tax rate, sales tax, and property tax. A tax advisor can help residents understand how these taxes apply to their specific situation and provide advice on how to minimize their tax liability. Additionally, Pinehurst is a retirement destination, so many residents may have questions about how their retirement income is taxed. A tax advisor can provide insight into the tax implications of different retirement income sources, such as Social Security benefits and 401(k) withdrawals, and help residents make informed decisions about their finances.

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