Estate and Legacy Planning Services in North Carolina and South Carolina
Plan Today to Protect Your Family, Assets, and Legacy Tomorrow
At GFI, we help families across North Carolina and South Carolina create clear, legally sound estate and legacy plans that protect their assets and honor their values. Whether you want to ensure your children are cared for, your assets are distributed properly, or your legacy lives on, our team makes a complex process simple and personalized.
Secure Your Legacy — Protect What You’ve Built for the Next Generation
Trusts & Wills
One of the most important steps you
can take for your family is to create a clear and enforceable plan for your estate. We help you:
- Draft and review Wills that clearly express your final wishes
- Establish Living Trusts to avoid probate and protect privacy
- Appoint trusted guardians for minors or dependents
- Coordinate your estate plan with insurance and retirement accounts
We work with estate attorneys and other professionals to ensure your plan is complete and properly executed.
Legacy Planning
Legacy planning is more than passing down assets — it’s about preserving your values, protecting your family, and creating generational impact. Our services include:
- Charitable giving strategies
- Wealth transfer planning
- Family banking and education funding
- Guidance on how to minimize estate taxes and keep more in the family
Whether your legacy is financial, charitable, or educational, GFI helps you pass it on purposefully.
Final Expense Integration
A key part of legacy planning is relieving loved ones of financial burdens after you’re gone. We integrate final expense insurance and planning into your estate strategy to ensure:
- Funeral and burial costs are covered
- Medical debts don’t burden your heirs
- Funds are available immediately without legal delays
These small policies can have a big emotional and financial impact for your loved ones.
Why Work with GFI?
We don’t just protect your wealth — we protect your story.
Personalized Planning – No templates. Every plan is tailored to your family and goals.
Coordination with Trusted Professionals – We work alongside your attorneys and tax advisors
Focus on Long-Term Impact – Planning for today and for generations to come
Whether you’re starting from scratch or updating an outdated plan, GFI brings estate planning guidance to families in Charlotte, Raleigh, Columbia, Greenville, and beyond.
