Estate Planning | Charlotte, Hickory, Raleigh NC & Rock Hill SC | Carroll Financial


A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life.

At Carroll Financial, we know that life can change in an instant. We are always here for our clients to develop plans and to help implement them from one generation to the next. Our goal is to work with you to establish a solid foundation for meeting your financial needs. With our guidance and support, you can be confident that your family will be well prepared for the future.

As trusted advisors, we will work with your legal and accounting experts to develop personalized strategies for managing your inheritable assets. A good estate plan must satisfy many criteria. It must take care of providers during their lifetimes and offer a distribution strategy that will allocate assets quickly and efficiently to beneficiaries. It must be easy and economical to administer – and must take income, gift, and estate taxes into account. It must also pay special attention to the unique issues facing clients with large IRA or Qualified Plan balances.


Our estate planning services help answer key questions to help you achieve peace of mind:

  • What makes up my estate?
  • Who needs estate planning?
  • Why have health directives?
  • What should I think about when it comes to estate planning?
  • What makes up a good estate plan versus a bad one?
  • What is a living trust, and if I have one, do I still need a will?
  • I have a will. Isn’t that enough?
  • What documents do I need for my estate plan?
  • Once I have an estate plan, does it ever need a checkup?

A cup of coffee & a second opinion

We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust.

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