Estate Planning Strategies

TruOptions Brings Trust and Compassion to Your Estate Planning

Wills, trusts, beneficiaries, properties, gifts... there is so much that goes into disposing an estate. TruOptions has the experience and expertise to help clarify the often-confusing administration of estates while reducing expenses so that the maximum value of the estate is realized.

We are sensitive to the importance of powers of appointment and attorney, and we're aware that estate planning can be an emotional and controversial endeavor. By building a trusted relationship with you, we ensure that all of your needs are met in the most palatable fashion possible.

For further details about our estate planning services, please call us at 919.957.3333 or send us an e-mail today. One of our advisors will meet with you to discuss your situation and offer a professional evaluation.

Bruce Matthews

C. Bruce Matthews, CWM®, CTEP®
Founder Of Truoptions

With over 25 years of
experience in aiding North
Carolinians, Bruce Matthews
is the choice as a
knowledgeable partner
to help you understand
your insurance and
financial options.

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