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Charlotte, NC Estate Planning

Attempting your own estate planning can be a complex and costly process. From state taxes, and probate courts, to burial and cremation costs, attempting to plan for your own estate can have a detrimental effect on your family. At Parsons CPA, PLLC, our Charlotte estate planning services help you to prepare for the reconciliation of your wealth, should the worst come to pass.

Why Estate Planning is Important

While you may feel it is too early to consider estate planning, or that the concept is uncomfortable, {client name} encourages you to utilize the planning services our Charlotte firm provides before the occurrence of a triggering event. Our professionals at Parsons CPA, PLLC help you to plan for eventualities, including:
  • Your heir is too young to inherit your estate
  • Your beneficiary becomes involved in divorce proceedings
  • Considerations for beneficiaries from previous marriages
  • Your heir’s potential creditors
  • Avoidable taxation on your estate

Timely evaluation and preparation for these issues now can save your family time, money, and heartache in the future. 

How We Help with Estate Planning

Every estate is unique and requires individual consideration for effective planning. As part of this process, Parsons CPA, PLLC gets to know you in order to match your personal priorities with a specific estate plan. The professionals at our Charlotte accounting firm will work with you, providing recommendations based on your goals for your estate and adjusting our approach to accommodate the changing circumstances of your life. 

We will help you to:

  • Clearly define your estate planning goals
  • Organize an estate planning team, should you need one
  • Decrease problems and expenses associated with probate
  • Reduce tax liability at the time of death
  • Draft a working plan for the conservation and management of your estate
  • Arrange fair liquidation of your assets to cover necessary expenses
  • Provide an equitable transfer of assets to your heirs, based on your preferences
  • Amend your plan when necessary

Our Charlotte estate planning services also include certain living and financial documents that will help to properly allocate your wealth. With documents like living wills and trusts, we can help to ensure that your estate is properly allocated to heirs, creditors, charities, and other relevant parties of your choosing. 

Have Questions? Contact Us

Our commitment to offering comprehensive professional assistance can help you avoid some of the complications associated with planning your estate. Contact Parsons CPA, PLLC today to learn more about the estate planning services we provide to residents and business owners of Charlotte and the surrounding communities. 

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