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Wayne Smith Financial Services, LLC is a BBB Accredited Financial Advisor in Sanford, NC

Estate Planning

Wayne Smith Financial Services, LCC can help you to create and implement a comprehensive estate plan which include strategies that:

  • Use tax-deferred and tax-free financial products to protect wealth from unnecessary costs at death
  • Reduce the taxes and fees associated with an estate transition
  • Prevent probate
  • Ensure heirs receive what was intended through proper beneficiary designations, probate protection and tax-reduction strategies
  • Cover final expenses and leaving a legacy through life insurance
  • Facilitate legal documents such as Trusts, Living Trusts, Powers of Attorney, and more

For more personalized guidance on how to design and implement a comprehensive estate plan, schedule a complimentary estate plan review today!