Comprehensive Estate Planning

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Providing peace of mind through planning

Once you have a Foundation Estate Plan in place then it is time to look at where other items pertaining to your life, your business, the nature, extent or location of your assets of your overall plan structure may benefit from additional planning. Some of this planning may be pertaining to Tax Planning, Asset Protection Planning, but overall it really means addressing those items beyond a basic contingency plan.

NC Planning’s Comprehensive Estate Planning is a platform built to be an advisory and ongoing relationship for those that are focused on making sure their planning is as efficient, protective and complete for them, their family, their businesses and other assets. Our advisors have the knowledge to work with you on high net worth planning strategies, business generational plans, estate tax minimization solutions and numerous other elements to make sure your estate plan works as efficient as possible, at all times. We have a specifically built platform for beyond the Foundation Estate Plan that is meant for you.

If you are looking for the advanced solutions and ongoing estate planning advisor relationship then contact NC Planning today to work with us and our strategic advisors.

NC PLANNING’S Comprehensive ESTATE PLANNING INVOLVEs:

  • Estate & Gift Tax Planning
  • Credit Shelter & Other Complex Revocable Trusts
  • Irrevocable Life Insurance Trusts
  • Gift Planning & Documents
  • Asset Protection Planning
  • Business Succession Planning

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December 2019
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Why clients love us

True professionals! I use this firm for my business needs and as a small business owner it’s difficult to find a firm who understands your unique challenges. I so appreciate all they have done for me. I also use them for my personal estate planning and again, top notch! I highly recommend using this firm and let them help you!

 

-Amanda Haygood,
State Farm Insurance Agent

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