Practice Areas

Estate Planning

Estate Planning is about communicating your wishes and desires now in order to provide efficient and costs savings to you and your beneficiaries at some point in the future. We aren't fortune tellers and we doubt our clients would assure us they know what is going to happen tomorrow much less the days or years following so estate planning focuses on looking at all those contingencies life can throw at us and provides a plan now that can be carried out in the event any of those events occur.

We provide our clients with specialized plans in the form of:

-Basic and Complex Wills
-Living Trusts and Tax Planning Trusts
-Planning for Minor Children
-Health Care Power of Attorneys and Living Wills
-Financial Powers of Attorneys
-Estate & Gift Tax Planning
-Asset Protection Strategies

Estate Administration

When someone close to you passes away there are so many things that the family and friends who are left behind are faced with in terms of emotional loss and responsibilities. We are here to try to make the process of dealing with a deceased's affairs manageable and less burdensome at those times.

Our estate administration services focus on:
 
-Probate & Estate Administration
-Executor Advisory Services
-Trust Administration
-Beneficiary Representation

Business & Corporate Planning

From the start-up to the veteran business looking for the right questions and answers which will help their business be protected and positioned to take advantage of opportunities, we are here to provide that needed advise and position ourselves as part of the business team in order to plan and grow with our business clients. In getting to know your business first and its true needs and strategic goals we look to provide business legal services that make a true impact and allow the business owner to feel comfortable in making the right legal moves from the beginning of our representation. 

Typical services we offer our business clients are:

-Business & Corporate Formation 
-Transactional Contract Planning & Drafting
-Business Purchases & Sales
-Business Continuation & Succession Planning
-Compliance Audit & Advisory Services for Company Books & Records
-Employment Agreements
-Executive Compensation Plans

Tax Planning & Dispute Resolution

Whatever the reason for receiving a notice from the IRS or NC Department of Revenue the one thing that is for sure is that ignoring it will not make them go away. In working with our strategic alliances with trusted and knowledgeable CPAs we are able to assist our clients with resolving their tax dispute as quickly and favorably as possible. 

These services include:

-IRS & North Carolina Department of Revenue Assessment Disputes
-Offers in Compromise
-Payment Plan Negotiations

Other Services We Offer

NC Planning focuses on the business, estate and tax realms, but Adams, Howell & Sizemore, PA also provides our clients with expert and valuable services in the following areas:

-Residential & Commercial Real Estate
-Civil Litigation
-Traffic and Criminal Law
-Evictions
-Foreclosures
-Personal Injury
-Auto Accidents
-Workers' Compensation
-Collections