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Estate Planning

At LLG AIS, we can assist you and your estate attorney in all aspects of developing and managing a personalized estate plan designed to ensure the continued growth and preservation of your family's hard earned assets. Our Estate Planning areas of expertise include:

  • Wealth preservation strategies

  • Private-business succession planning

  • Family-trust planning

  • Charitable-remainder trusts

Independent, Trusted Advisors - Personalized Estate Plans

Our primary concern is your family's long-term interests, and our experienced trust advisors can work with you to determine whether a trust is the best option for your family. We will partner with you and will consult with your attorney and tax advisor to develop a customized Estate Plan that meets your needs and concerns.

Would you like to speak to someone about estate planning

Click here to contact us, or call us toll-free at 888-854-7526.



Get a complimentary second opinion on your current financial plan, 401k/ira, or life insurance policy.

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2840 Plaza Place Suite 206, Raleigh, NC 27612

Local 919-881-2850 • Fax 800-785-1070