Providing Proactive and Invaluable Legal Planning
While planning for high-net-worth families and first-generation wealth creators is unique to each individual situation, there are common denominators, including:
NC Planning will help you navigate uncharted territories, address new challenges, and enjoy peace of mind, knowing that your legacy is in good hands.
No one can predict what will happen tomorrow, but with the right planning, you can be prepared. An estate planning attorney at NC Planning can help you create an estate plan to ensure that your family and assets are protected and that your instructions regarding the future are clear. Estate planning is only one of the important services provided by the NC Planning legal team. Our estate planning attorney in Raleigh North Carolina can assist you with all your estate planning needs and goals.
Business owners also need good plans and good business planning advice. They face a variety of legal concerns about acquisitions and mergers, liability, trademarks, and licensing, as well as economic concerns regarding taxes and economic uncertainties. And if you own a business, you routinely need dependable, trusted advice and legal services.
Proper business planning is the key to surviving in changing circumstances and prospering in a difficult economy. The North Carolina business planning attorneys at NC Planning provide planning advice to business clients in Raleigh, North Carolina, and all parts of the United States. Let us help you with business formation, intellectual property protection, contracts, and other legal business matters.
At NC Planning, we have many years of experience helping people just like you—people who want to maximize their wealth, create a comprehensive estate plan, engage in charitable giving, protect loved ones, or have business needs. The North Carolina planning attorneys from NC Planning can help you with the following:
For Your Family
One of the main three options is the S-corporation. The IRS provides a fairly succinct definition of what it means to be an S-corporation. According to the IRS, it is a corporation with an “S” election in place. What this means is that the corporation has elected under the IRS Code to pass corporate income, losses, deductions, and credits through to their shareholders for federal tax purposes. The result is that S-corporation shareholders report the flow-through of income and losses on their personal tax returns, thus avoiding the double taxation issue of the C-corporation model...
Business Planning FAQsProbate is the legal process that often happens after someone dies, whether or not that person left a last will and testament. In North Carolina, if you need to create a will, or if you need help with probate after a loved one’s death, arrange to meet with a good Raleigh probate attorney...
Estate Planning FAQsIf you start up a practice or buy an existing dental practice, a variety of questions must be answered. How many assistants and hygienists will you need? What about associates? How many employees will you need to greet patients, set appointments, and process the paperwork?
You will also need to market your new dental practice. For starters, that means determining who your clients might be and how to attract them to your practice. Typically, for the first three to five years, five to ten percent of a dental practice’s expenditures are marketing expenditures...
Assuming an attorney has reviewed the estate assets and has determined an estate will need to be opened for the assets to be distributed, there are fortunately statutes in place that allow the probate of a copy of the will. However extra steps will be necessary for the executor.
The executor, or, petitioner, will need to file a Petition for Probate of the Lost Will. The clerk also requires the witnesses to the will to sign an affidavit affirming that they in fact witnessed the signing of the will, and this also will need to be filed. Finally, the Petition will include an affidavit from the executor/petitioner verifying the following...
Veteran’s pension benefits are often referred to as “Aid and Attendance.” However, this is only one type of pension benefit. There are also lower levels of benefits available for housebound individuals or those 65 years plus. The Veterans Administration looks to your level of medical need to determine whether you qualify for the improved pension, housebound, or aid and attendance level of benefits...
Elder Law FAQsIf you have a disabled child with special needs, interstate asset distribution becomes hugely problematic. Your child could end up not receiving public benefits entitled to them due to their disability. That’s why you need to start planning early with the help of a North Carolina estate planning legal team to ensure your child is protected from financial hardship later on...
Special Needs Planning FAQs