If you don't take the time to prepare an estate plan, your assets may be distributed in a manner that isn't in accordance with what you want. The services offered by Hood Financial Solutions in Charlotte, North Carolina, are available to anyone, regardless of the size of their estate. Even more issues can arise if a business is part of your estate. As an estate grows in value, so do the federal and state estate taxes it must pay.
Liquid assets are needed to pay estate taxes, which are due typically within nine months of a person's passing. After the death of a loved one, the estate must pay for all final expenses and taxes, so proper preparation is essential. Give our office a call today for more information about our estate planning guidance.
Secure your legacy with the help of our financial expert, Amanda Hood. We understand that estate planning can be complicated, but we're here to help simplify the process for you.
By working with us, you'll have access to a range of solutions including wills, trusts, life insurance, and other agreements that can help settle your estate faster and with fewer expenses. We also specialize in business succession planning and can provide you with guidance on managing estate taxes, securing your legacy, and ensuring that your heirs and beneficiaries are on the path to financial success.
We’re only a phone call away! Call (704) 503-0080 and let us know how we can help.
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3020-I Prosperity Church Rd, Suite 158
Charlotte, NC 28269
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