Estate Planning

Estate Planning

A sound estate plan will assist you in creating, using, preserving, and protecting your wealth. Our clients gain comfort in knowing they have an estate plan that will carry out their wishes. We will work with you to achieve your objectives regarding charitable giving, wealth preservation, and caring for future generations of your family. CPAs fulfill a key role in the estate planning team in addressing various tax issues and filing returns. We can also help organize your estate planning team which typically includes accountants, attorneys, life insurance professionals, trust officers, and financial planners.

Victoria Martin is a Certified Specialist in Estate Planning (CSEP®) and Personal Financial Specialist (PFS®). Her extensive
        experience in income tax planning and compliance is vital to estate
        planning, which can have many tax consequences. It is vital to plan
        ahead to ensure that your estate plan not only achieves your objectives,
        but also maximizes tax savings. Our estate planning services include:

After your initial free consultation, we will take the following steps to ensure your estate plan meets your objectives:

Estate planning can seem like an overwhelming process at first. Vickie and her team have the knowledge and experience to guide you through this process and are committed to working toward your best interests. Vickie can be reached at 828-327-2727 x307 or to discuss your estate planning needs.

Contact Us

730 13th Avenue Drive, SE
Hickory, NC 28602
Tel: 828.327.2727
Fax: 828.328.2324
13 South Center Street
Taylorsville, NC 28681
Tel: 828.632.9025
Fax: 828.632.9085

Toll Free: 800.948.0585