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Planning Your Estate

We do Accounting in Charlotte, NC

Walter R Nelson CPA

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Financial Guides



Financial Guides
Estate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions



Frequently Asked Questions
Living Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions


Financial Calculators



Financial Calculators
Estate Planning Calculator


Services



Services
Our Estate Planning Service


Get in touch with Walter R Nelson CPA

4841 Lake View Road, Charlotte, NC 28216
Call Us: (704)399-8434 • Fax: (704)399-8449