Estate Planning Attorneys in Bermuda Run, NC

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List of Firms

Top Bermuda Run, NC Estate Planning Law Firms

Darren S. Cranfill Attorney at Law
4 out of 5
Location 2565-B Old Glory Rd, Clemmons, NC 27012, USA
Phone (336) 766-9997
John H Kornegay Attorney
5 out of 5
Location 701 Green Valley Rd #304, Greensboro, NC 27408, USA
Phone (336) 478-3268
Goldsmith Tuch Law
4 out of 5
Location 3540 Clemmons Rd #107, Clemmons, NC 27012, USA
Phone (336) 766-2767
Coffey Law PLLC
Location 138 E Kinderton Way, Bermuda Run, NC 27006, USA
Phone (336) 940-3009
Huston Law Firm, PLLC
5 out of 5
Location 2530 Meridian Pkwy Suite 300, Durham, NC 27713, USA
Phone (919) 450-8086
Vance Parker Law
5 out of 5
Location 3540 Clemmons Rd Suite 115-B, Clemmons, NC 27012, USA
Phone (336) 768-0481
Carolina Estate Planning
4 out of 5
Location 301 N Main St #2400, Winston-Salem, NC 27101, USA
Phone (336) 221-4457
Shepard Law, PLLC
5 out of 5
Location 5160 Poplar Tent Rd, Concord, NC 28027, USA
Phone (704) 769-3100
Susan Hunt Law
5 out of 5
Location 501 Simpson St, Greensboro, NC 27401, USA
Phone (336) 373-9877
Wenzel & Wenzel PLLC
4 out of 5
Location 166 Branner Ave Suite A, Waynesville, NC 28786, USA
Phone (828) 452-9099
Warren, Shackleford & Thomas PLLC
4 out of 5
Location 343 S White St, Wake Forest, NC 27587, USA
Phone (919) 556-3134
Womble T Dan
4 out of 5
Location 3802 Clemmons Rd, Clemmons, NC 27012, USA
Phone (336) 766-8085
Nosal & Jeter, LLP
5 out of 5
Location 18525 Statesville Rd ste d-02, Cornelius, NC 28031, USA
Phone (704) 608-3429
Ingersoll Firm, PLLC
4 out of 5
Location 1590 Westbrook Plaza Dr STE 203, Winston-Salem, NC 27103, USA
Phone (336) 794-2278
Estate Planning Lawyers in Bermuda Run, NC

Where Estate Planners in Bermuda Run, NC Serve

Bermuda Run, NC is a small town located in Davie County, North Carolina. It is home to several landmarks, including the Bermuda Run Country Club, which features two championship golf courses and a variety of other amenities. Other notable landmarks in the area include the Tanglewood Park Arboretum and the Yadkin River, which runs through the town. Top employers in Bermuda Run include Wake Forest Baptist Health, which operates a hospital and other healthcare facilities in the area, as well as several local businesses and retail establishments. Major highways in the area include Interstate 40 and US Route 158, which provide easy access to nearby cities and towns. The town is divided into several neighborhoods, including Bermuda Village, which is a retirement community that offers a range of housing options and amenities for seniors. Other neighborhoods in the area include Bermuda Run West, Bermuda Run East, and Bermuda Run Estates, all of which offer a variety of housing options and amenities for residents.

Financial Services Related to Estate Planning in Bermuda Run, NC

Banks and Credit Unions

Residents of Bermuda Run, NC would benefit from a bank in many ways. Firstly, having a bank in the town would make it easier for residents to access financial services such as opening a checking or savings account, applying for a loan, or getting a credit card. Additionally, a bank in Bermuda Run would provide a safe place for residents to store their money, reducing the risk of theft or loss. This is especially important in a small town like Bermuda Run where there may not be many options for financial services. Finally, a bank in Bermuda Run could help boost the local economy by providing loans to small businesses and supporting economic growth. Overall, having a bank in Bermuda Run would be a valuable resource for residents and the community as a whole.

Insurance Broker

Residents of Bermuda Run, NC can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing expert advice on the best insurance policies to suit their specific needs. This is particularly important for the residents of Bermuda Run, NC, as the town is situated in a high-risk area for natural disasters such as hurricanes and floods. An insurance broker can help residents navigate the complex world of insurance policies, ensuring they have the right coverage to protect their homes and businesses from potential damage. Additionally, an insurance broker can also help residents save money by comparing policies from different providers and negotiating better rates on their behalf.

Retirement Planning

Residents of Bermuda Run, NC could greatly benefit from the expertise of a retirement planner. With its growing population of retirees, many older adults are looking for ways to manage their finances and plan for their future. A retirement planner can assist with creating a retirement income plan, managing investments, and navigating the complexities of Social Security and Medicare. Additionally, with the unique tax laws in North Carolina, a retirement planner can provide guidance on how to maximize tax benefits and minimize tax liabilities. For residents of Bermuda Run specifically, a retirement planner can help navigate the local real estate market and assist with downsizing or relocating to a retirement community. With the help of a retirement planner, residents of Bermuda Run can have a clear understanding of their financial situation and confidently plan for a comfortable retirement.

Wealth Management

Residents of Bermuda Run, NC can benefit greatly from the services of a wealth manager. With its small-town feel and proximity to larger cities like Winston-Salem, Bermuda Run presents unique financial challenges for its residents. A skilled wealth manager can help navigate these challenges by providing personalized financial planning, investment management, and tax planning services. For example, a wealth manager can help residents of Bermuda Run optimize their retirement savings, navigate complex estate planning issues, and develop a comprehensive investment strategy that takes into account their unique financial goals and risk tolerance. With the help of a wealth manager, residents of Bermuda Run can feel confident that their finances are in good hands and that they are well-positioned to achieve their long-term financial objectives.

Financial Advisor

Residents of Bermuda Run, NC could greatly benefit from the services of a financial advisor. With the town's close proximity to Winston-Salem, many residents may work in the city and need guidance on managing their finances, such as creating a budget and saving for retirement. Additionally, Bermuda Run is a popular retirement destination, and a financial advisor can help retirees navigate their investments and ensure they have enough income to support their lifestyle. The town also has a growing number of small businesses, and a financial advisor can assist with financial planning and tax strategies to help these businesses thrive. Overall, a financial advisor can provide valuable guidance to the residents of Bermuda Run, NC and help them achieve their financial goals.

Mortgage Loan Officer

Residents of Bermuda Run, NC can benefit greatly from the expertise of a mortgage loan officer. With the average home price in Bermuda Run being higher than the state average, a loan officer can assist residents in finding the best mortgage options to fit their financial needs and budget. They can also provide guidance on the application process, including credit score requirements and necessary documentation. Additionally, with the town's proximity to Winston-Salem and other major cities, a loan officer can help residents navigate the complexities of purchasing a second home or investment property. Overall, a mortgage loan officer can provide valuable support and guidance to residents of Bermuda Run, helping them achieve their homeownership goals.

Tax Services

Residents of Bermuda Run, NC could greatly benefit from the expertise of a tax advisor. With many residents being retirees or owning their own businesses, navigating the complex tax laws can be overwhelming. A tax advisor can provide guidance on deductions and credits specific to Bermuda Run, such as the state's homestead property tax exemption for seniors. Additionally, with the recent changes to federal tax laws, a tax advisor can ensure residents are taking advantage of all available deductions and avoiding any potential penalties. Overall, a tax advisor can provide peace of mind and potentially save residents money in the long run.


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