Work with Us

Estate Planning Papers Every Family Should Have

day16

A great way to show your family that you love them is by having your estate planning documents in order.   This can hopefully keep Holidays peaceful years after you are gone!

Key Estate Planning Documents:

???? Will

???? Trust

???? Power of Attorney

???? Medical Directives

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

Topics

Subscribe to Dollars and Diagrams

Did you enjoy this?

Subscribe to Dollars & Diagrams for more!

  • Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!
Subscribe

More Guidance from Know My Plan

Your custom one-page financial plan

It all starts with a conversation

  • Tell us what you're struggling with
  • Find out how we can help you
  • Decide if we're a good fit

And walk away with a FREE financial plan!

  • A clear financial picture of where you are now
  • A defined list of goals to work toward
  • Concise steps to start you on the right financial path
Get started today!
BrokerCheck by Finra

Keep in touch

Linkedin Youtube

(704) 243-9376

11215 N. Community House Rd.
Woodward Building – Suite 775
Charlotte, NC 28277

We serve clients in our Charlotte, North Carolina office and virtually throughout the country.

All the Links

Certified Financial Planner logo
Financial Planning Association logo

Subscribe to Dollars & Diagrams

Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!

Subscribe

Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

© 2025 Know My Plan
Website by Hyper Pony Studio