Looking to the Next Generation

Understanding estate planning

Assessing your worth

Estate planning considerations

Steps to take

Understanding probate

Making a will / Understanding wills & living trusts

Understanding estate and gift taxes

All about trusts

Passing on your wisdom (coming soon!)


Estate Planning Glossary


Worksheets and Checklists 
What's your estate worth?
Your estate wishes

Downloadable Quick Guides
Making critical estate decisions
Wills, trusts, and probate
Understanding estate taxes

Have questions not addressed in these topics?  

Ask an expert at the local branch nearest you!

 

Blackstone Farmville (downtown) South Boston
Crewe Farmville (Main St.) Halifax
Kenbridge Chase City Henderson, NC
Victoria South Hill Wake Forest, NC
Lawrenceville Clarksville Locations map

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  Benchmark Financial Solutions is a trade name of Benchmark Community Bank.  Infinex and the bank are not affiliated.  Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value.