Legacy & Estate Planning
Trusts and Wills
We know you want to take care of your loved ones no matter what happens. The problem is legacy and estate planning can be a complex, arduous task. Belmont Capital can help take the burden off by helping you through your trust and will planning. We can make this type of planning go smoothly so it’s the last thing you have to worry about.
Reducing Taxes on Estate
Our full-service legacy and estate planning includes:
- Long-term care alternatives
- Beneficiary reviews
- Trusts (revocable and irrevocable)
- Wills to avoid probate
- Asset ownership
- Reducing taxes on estate
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Contact Us
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560
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Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.