450 Highway 24
Morehead City, NC 28557

Phone:  (252) 240-2400

E-mail:  jerry@estateplanningctr.com

PostHeaderIcon Welcome to the Estate Planning Center!

 

We work with retirees or those nearing retirement who desire to hire a competent, experienced individual. Estate Planning Center creates a clearly understandable plan with the goal of helping them to maximize their assets and to maintain the lifestyle they are accustomed to. We believe there is a time to be involved in the market, and a time not to be involved. By working with us, you will have a clearly understood plan that will strive to protect, grow, and transfer your assets to the next generation.

 

 


Accumulation & Distribution:

Click play on the video below to see our "Mount Everest" video about accumulation and distribution of wealth.

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Latest News
The Latest on Social Security

 
Benefits increase for 2013. Ideas for reform are numerous.
 
Provided by Gerald B. Hanifan, Jr.
 
Social Security benefits have increased 1.7% this year. This doesn’t come close to the 3.6% boost retirees got for 2012, but it does mark the second straight annual cost-of-living adjustment. (After a hefty 5.8% COLA for 2009, there were no COLAs for 2010 or 2011).1,2
 
Gauging the Sequester’s Impact

 
Where and how soon might the cuts be made?
 
Provided by Gerald, B. Hanifan, Jr.
 
 
As there was no last-minute agreement between Congress and the White House to postpone federal budget cuts scheduled to take effect March 1, the ax now falls.
 
THE AFTERMATH OF SANDY


 
Gauging the economic and market impact of the storm.
 
Presented by Gerald B. Hanifan, Jr.
 
  
Hurricane Sandy’s fury has exacted a considerable and tragic toll. Even with the relief efforts now underway, it will be some time before things return to normal in many communities.
 
Financial Wellness Events

We host periodic Financial Wellness Events and Forums. Click below for more information.

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