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.

Let the team at Dale K. Cline, CPA, PLLC, help you with all your estate planning needs. We offer accounting services for businesses and individuals throughout the Hickory, NC, area, and we can help you establish a solid plan for your estate that will ensure your wishes are carried out and assets are distributed according to your instructions.

Our Estate Tax Planning Services

The state of North Carolina does not have an estate or inheritance tax, but assets are still subject to the federal estate tax as well as standard state and federal income tax returns for the year. Dale K. Cline, CPA, PLLC, offers estate tax planning services to ensure that your loved ones or beneficiaries don’t have to worry about these taxes after your passing.

The primary way  to ensure that your assets are distributed the way you prefer is to create a strong will, and we can help you clearly show where you wish your assets to go or assist you in setting up trusts  now to ensure a smooth transition upon your passing.

Estate planning is a great way to relieve some of the burden that your family or loved ones will face when you pass. The team at Dale K. Cline, CPA, PLLC, is here to work with you and your your attorney in establishing an estate plan that gives you peace of mind.

Our Team

Dale K. Cline, CPA, PLLC, employs four CPAs that strive to provide you with the most accurate services.  Our office staff is friendly and ready to help with whatever you need.

To learn more about our estate planning services, call (828) 322-2407. We can’t wait to work with you!

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.