The estate settlement process can be complicated and lengthy. Southern Financial Services can provide you the guidance needed during this difficult time. We offer assistance with the probate process, court filing, inheritance tax returns, distributions, and final closure of the estate.
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
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