Practice Areas

Business & Corporate Planning

Professional Practice Planning

Wills, Trusts & Estate Planning

Elder Law, Medicaid & Veterans Benefits

Probate, Estate & Trust Administration

Tax Planning

How to Get Started

Social Media

Social Media

Honors & Awards

Honors & Awards

Contact us

Contact us

Thank you for your trust and support

  • PF logo
  • Beaker_logo
  • ECN_logo
  • LT_logo
  • Pooles_logo
  • SB_logo
  • Fee Only_logo
  • image001
  • Atlantic Mulch
  • Green Kangaroo
  • Kino
  • RM_logo1
  • Busy Bee
  • Trophy
  • VP Logo - Website
  • largelogoHOH-cmyk-smaller
  • BNCLEwebsmall
  • CPA Print-center_ALL_blk copy
  • tmp_266_7-28-2014_124457_
  • tmp_860_1-2-2015_21043_
  • BNCLEwebsmall-260x73
  • Veteransaffairs
  • AICPA-Name-Centered_logo_1C_Black_r

NC Planning – Attorney Legal Services

Have You Planned for your Estate or Business?

Our Attorney Services focus on:


NC Planning, Estate and Business Planning, provides exceptional legal services: Wills, Trusts and Estate Planning, Probate, Estate and Trust Administration, Tax planning, and Business and Corporate Planning. Let us help you protect and plan for your family and business by walking you through the proper legal process.
We also offer Online Client Services which is an innovative alternative to traditional legal representation. This system allows our clients to acquire certain estate planning services from the comfort of their own homes by allowing you to input your information through our online portal. We then review that information, provide customized services and document generation, and upload those documents to be viewable and downloadable by you through that same online portal. The portal also allows us to communicate with you every step of the way in case you have any questions or concerns. If this is something you may be interested in, click the New Client button at the top of the page.

Disaster Planning for Your Practice or Business

Disaster Planning for Your Practice or Business Imagine it happens to you, the business owner - Suddenly and unexpectedly you are out of the office for an extended period of time or permanently. What if it was a key employee instead? You know, the one key employee that you point everyone else to for information and that you personally rely on
Disaster Planning for Your Practice or Business

Asset Protection for Doctors and Dentist

Asset Protection for Doctors and Dentist Doctors and Dentists work many years to pay off their old student loans and start accumulating wealth. Many of our medical and dental clients are often concerned about malpractice claims or other lawsuits being asserted against them and the potential of losing what they have worked so hard for during their careers. At NC Planning, one
Asset Protection for Doctors and Dentist

General Business Formation FAQs

General Business Formation FAQs What are the benefits of starting my own business? Starting your own business will give you a great amount of flexibility.  Being your own boss allows you to structure your working hours as well as your workload however you see fit.  Running your own business also grants you flexibility in structuring the way the entity will be
General Business Formation FAQs

Tough Estate Planning Questions You MUST Answer

Tough Estate Planning Questions You MUST Answer For a number of people, estate planning is a painful discussion…at first. Considering why someone needs an estate plan and how it works is not always an easy topic to bring up or to play through in your mind. However, the future is inevitable and the unknown events that come with it have to be
Tough Estate Planning Questions You MUST Answer

When To Update Your Will

When To Update Your Will   Are You Traveling This Summer? It is common for folks to review their will and estate plan before they go on a big trip, especially when it involves flying. Before you take off, make sure you have communicated where everything is to your loved ones and review your plan to ensure that it is still consistent with
When To Update Your Will