Estate Planning

Navigating finances can be a daunting task for individuals and businesses alike. With constantly changing tax laws, regulations, and market conditions, you need to have a trusted partner who can guide you through the intricacies of accounting. Dale K. Cline, CPA, PLLC, in Hickory, NC, is dedicated to providing personalized, professional accounting services and estate planning solutions tailored to your unique needs.


Estate Planning


Estate planning is an essential component of safeguarding your family's financial future and ensuring that your assets are protected and distributed according to your wishes. Our estate planning services encompass a broad spectrum of strategies, including wills, trusts, and powers of attorney.

Are you worried about protecting your assets and ensuring your wishes are honored? At Dale K. Cline, CPA, PLLC, we understand how crucial estate planning is. From securing your hard-earned money to fostering peace of mind, our estate planning services  are designed to meet your needs. Call us now  at (828) 322-2407 to ensure your family’s future is safe.

Common Estate Planning Scenarios 

Imagine a situation where suddenly you're incapacitated and there's no one designated to make decisions on your behalf. Who would make sure your assets are handled according to your instructions? In another scenario, consider the complications that can arise if you pass away and you have no estate plan or if your current plan is outdated or ambiguous. Family disputes, legal battles, and unexpected taxes can erode your estate's value. Working with qualified professionals to create an effective estate plan is an essential component of safeguarding your family's financial future and ensuring that your assets are protected and distributed according to your wishes.



Our estate planning services encompass a broad spectrum of strategies, including wills, trusts, and powers of attorney. We will work with you and your attorney to create an estate plan that is tailored to your individual situation. Our caring team is experienced in helping you navigate the planning process with the end goal of developing a plan that will give you peace of mind, knowing you are lifting some of the burden that your loved ones will face when the time comes.

Benefits of Estate Planning 

Estate planning is not just for the wealthy; it’s for anyone who wants to protect their family’s future. Here are some key benefits: 

1. Asset Protection: Safeguarding your properties and finances. 

2. Clear Directives: Ensuring your wishes are respected. 

3. Minimized Taxes: Reducing the tax burden on your heirs. 

4. Family Harmony: Preventing disputes by providing clear instructions. 

Our Expertise—Your Peace of Mind 

Don’t Wait Until It’s Too Late to Plan Your Estate 

Secure your family’s future today with. Contact us now to schedule a consultation and start protecting what matters most. 

FAQs About Estate Planning in Hickory, NC

Planning for the future can feel overwhelming, but having the right guidance ensures your assets and loved ones are protected. Below are some of the most common questions clients ask about estate planning, along with detailed answers to help you understand the process and benefits.

  • What Is Estate Planning, and Why Is It Important?

    Estate planning is the process of organizing your financial affairs and assets to ensure they are managed and distributed according to your wishes. It helps protect your family, minimize taxes, and prevent legal complications, giving you peace of mind for the future.

  • How Do I Know if I Need a Plan for My Estate?

    Anyone with assets, dependents, or specific wishes for how their property should be handled should consider estate planning. Even if your estate seems simple, having a plan ensures your directives are legally recognized and reduces the burden on your loved ones during difficult times.

  • What Documents Are Typically Included in an Estate Plan?

    An estate plan usually includes key documents such as wills, trusts, powers of attorney, and healthcare directives. Each document serves a specific purpose, from outlining the distribution of assets to assigning decision-makers if you become incapacitated, helping safeguard your interests and your family’s future.

  • Can Estate Planning Help Minimize Taxes for My Heirs?

    Yes. One of the key benefits of estate planning is structuring your assets in a way that reduces tax liabilities for your heirs. By working with a qualified CPA, you can implement strategies that protect your wealth while ensuring compliance with current tax laws.

  • How Can Dale K. Cline, CPA, PLLC, Assist With Asset Planning in Hickory, NC?

    Dale K. Cline, CPA, PLLC offers personalized guidance to create a comprehensive plan tailored to your needs. Our experienced team works with you and your attorney to protect your assets, ensure your wishes are followed, and provide peace of mind for your family.

Secure your family’s future today! Contact Dale K. Cline, CPA, PLLC, at (828) 322-2407 to schedule a consultation and start the asset planning process.

We serve the below counties, cities and surrounding communities:


Catawba County: Newton, Conover, Hickory

Burke County: Morganton, Valdese

Alexander County: Taylorsville, Bethlehem

Caldwell County: Granite Falls, Lenoir