Preserving our clients' estates net worth is paramount. Southern Financial Services specializes in the use of Trusts and other Estate Planning techniques to accomplish this goal both during clients' lifetime and after death.
Estate & Tax Planning
Self-Directed IRAs
Estate Settlement Services
Full Service Bookkeeping
Wills
Durable Power of Attorney
Health Care Power of Attorney
Living Trust
Insurance Trust
Children's Trust
Special Needs Trust
Charitable Remainder Trust
Our goal is to ensure utmost security and peace of mind for our clients in knowing that their estate plan will be carried out in the manner in which they intended with the lowest possible estate settlement cost.
Southern Financial Services
56 Central Avenue
Suite 201
Asheville, NC 28801
Toll free: 1-800-742-8167
Local: 828-251-5896
© 2009 Southern Financial Services of North Carolina Inc All rights reserved
Site by integritive web design, Asheville
- Business Life Insurance
- Buy Sell Agreements
- Continuation Agreements for Partnerships and Corporations
- Continuation Agreements for Sole Proprietorship
- Group Term Life Insurance Plans
- Key Person Insurance
- Family and Individual
- Annuity
- Term and Whole Life Insurance
- Medicare Supplements / Medicare Advantage Plans
- Long Term Care Insurance
- Life Settlement
- Legacy Planning
- FAQs
- Estate Planning Tools
- Wills
- Durable Power of Attorney
- Health Care Power of Attorney
- Living Trust
- Insurance Trust
- Children's Trust
- Special Needs Trust
- Charitable Remainder Trust
- Qualified Personal Residence Trust
- Family Limited Partnerships
- Limited Liability Companies
- Corporate Trustee Services
- Educational Seminars on Estate Planning
- Annual Update Services
- Estate Settlement Services
