Personal Planning Services


Comprehensive Estate Planning

Estate planning lawyers from NC Planning will ensure you have a comprehensive estate plan that protects your assets and prepares your family for the future. Our attorneys take a comprehensive and customized approach to estate planning, which means we ensure you are completely protected.


Elder Law, Medicaid & Veterans' Pension Benefits

Our attorneys will explore every option, including benefit programs funded by the government, to determine the best way to minimize your out-of-pocket expenses. Then, we will create a plan that addresses how to pay for your elderly loved one’s expenses.


Probate, Estate and Trust Administration

If you are designated as an executor, administrator, or trustee of a loved one’s trust or estate, you may not be given a great deal of guidance. Wills and living trusts are not always well-written, and mistakes cost your family and the estate.

Business Planning Services


Business Planning

Effective business planning protects your business by putting solutions in place before legal problems arise. The NC Planning legal team advises and represents business clients at every stage of a company’s life from its formation through winding down or sale.


Mergers & Acquisitions

A mergers and acquisitions lawyer at NC Planning can assist you with due diligence, and valuation, and act as your trusted advisor to ensure that a merger or acquisition is compliant with the law, meets your company’s goals, and serves your company’s long-term interests.

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Medical Practice Planning

A professional’s work can be richly rewarding, but professionals also face unique challenges. Putting a plan in place for your practice, especially as a dentist, doctor, or veterinarian, is vital. Our professional practice attorneys can provide the legal guidance that you need.

High-Net-Worth Planning

While high-net-worth planning is unique to each individual’s situation, there are common denominators, including:

  • Your assets will be protected, and your exposure to creditors limited when you engage in integrated planning. 
  • Tax burdens for high-net-worth individuals can be minimized when you engage in integrated investment planning techniques specifically tailored to you. 
  • With these protections, you may choose to invest more aggressively than you might otherwise have done. 
  • You can be secure in the fact that your legacy is secure via solid generational planning.  

HNW planning requires an experienced NC Planning attorney who will consider the entirety of your complex financial picture.

HNW Planning & Administration

Susan H.

...My Pleasure...

...I can say it has been my pleasure to work with this group! I always feel like I'm working with my attorney instead of just being told what to do. Everything is presented clearly and in language I can understand...

Helping North Carolina Families With Proper Legal & Estate Planning

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 North Carolina Estate Planning Attorneys can assist you with all your estate planning needs and goals.

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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.

Legal Planning for the Road Ahead

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

  • Comprehensive Estate Planning is essential for most individuals, regardless of their level of wealth. Having an estate plan gives you peace of mind, knowing your wishes will be carried out in the event of your incapacitation or death. 
  • Wills are legal documents that establish who will receive the assets in your estate upon your death. A will can also name a guardian for your children. Having a will allows you to be secure in the knowledge that your wishes will be followed as far as your provisions for your loved ones. If you die without a will, the state of North Carolina will determine how your estate will be divided rather than it being your decision. They will also determine who will raise your children.  
  • Trusts, like wills, can also dictate who will receive the assets held in the trust. Unlike a will, a trust cannot be used to name a guardian for your minor children. A trust does not have to go through probate as a will does, meaning your beneficiaries typically receive their inheritances much more quickly and efficiently than from a will. There are many different types of trusts that address different issues.
  • Revocable Trusts are trusts that can be changed or altered at any time during the trust maker’s (grantor’s) life. A revocable trust benefits the grantor during their life, then transfers property to the beneficiaries of the trust after the death of the grantor. 
  • Special Needs Trusts benefit individuals with special needs who benefit from government programs based on need when an inheritance would put those benefits in jeopardy. 
  • Charitable Trusts can be set up to ensure your charitable giving goals continue after your death. 
  • Trust Administration can benefit greatly from having an experienced NC Planning attorney assist with the trust administration. 
  • Probate is a process most people want to avoid because it can be lengthy, expensive, and public, yet probate is a necessary process for many. 
  • Estate Administration involves probate, trust administration, and much more and can be made much simpler when an estate administration attorney from NC Planning is a part of the process.
  • Income Tax Planning can reduce the amount of personal income tax you pay by helping you understand and implement personal tax planning strategies that will benefit you and your family now and in the future. 
  • Powers of Attorney are written authorizations that allow one individual to act on another’s behalf in private affairs, business, medical, or other legal matters. 
  • Elder Law is meant to prepare seniors for financial freedom and autonomy through proper financial planning and long-term care options. 

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Frequently Asked Questions

Is an S-Corporation Right for Me?

One of the main three options is the S-corporation. The IRS provides...

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 FAQs

What is Probate? (And Why You Need to Know)

Probate is the legal process that often happens after someone dies, whether...

Probate 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 FAQs

Business Planning Answers for Dental Professionals

If you start up a practice or buy an existing dental practice,...

If 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...

Dental Practice FAQs

Can’t find your loved one’s original will? What next?

Assuming an attorney has reviewed the estate assets and has determined an...

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...

Estate Planning FAQs

Am I Eligible For Veteran’s Pension Benefits?

Veteran’s pension benefits are often referred to as “Aid and Attendance.” However,...

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 FAQs

What Will Happen to My Special Needs Child if I Pass Away Without an Estate Plan?

If you have a disabled child with special needs, interstate asset distribution...

If 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

How NC Planning Will Help You Plan for the Road Ahead

Let us help you protect and plan for your family and your business. At NC Planning, we provide business owners and families with outstanding legal services. We try to make estate, tax, and business planning as easy as possible to accomplish and understand. We are dedicated to a team approach that may include your strategic advisors as well as ours, and we are dedicated to building long-term attorney-client relationships to better understand your needs and advise you more effectively.

Our law firm is located in Northwest Raleigh close to Crabtree Valley Mall and Raleigh Marriott Crabtree Valley just 10 miles from the Raleigh-Durham International Airport (RDU). Contact us and let’s talk. Call now to schedule a consultation with a Raleigh estate planning attorney. There’s no fee for simply calling us to learn more. We are problem solvers who offer innovative, practical solutions, sound legal advice, and a variety of planning services for families and business owners. To plan for the future, there’s no time like the present. Contact NC Planning today—Planning is What We’re All About! 

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