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Estate Planning

Biltmore keeps you up to date on the latest changes to estate law and how potential changes may affect your planning.

We can help strategize to establish an estate plan, pointing you towards suitable trust concepts. We can call on our network of estate planning attorneys to review any existing documents you have – even help negotiate fees and conduct due diligence on local estate planners.

Our goal is to ensure that your estate plan works with your financial plan and that your instructions are carried out as you intended.

When estate planning requires you to engage a corporate trust company, Biltmore will partner with them in their capacity as trustee, while we continue to manage your assets according to your wishes from generation to generation.

Receive updates, financial insights, and news from our team.

*Certain insurances and risk management recommendations may come from consultants not affiliated with Biltmore Capital Advisors.