L R D.
NC Planning turned a task that hubby and I had been dreading for years into an incredibly easy process. We already had a will in place, but it didn’t really reflect our wishes in how our estate should be handled if we passed unexpectedly, especially with young children. Lauren and Michelle did an exceptional job of coaching us through all of our options and translating even our most complicated personal wishes into “legal-ese” that should make it so much easier for our family down the road. Professional, knowledgeable, patient, friendly and truly interested in doing a great job for their clients!
George B.
NC Planning made estate planning easy and made sure my wishes are protected. It was a pleasure working with Michelle and staff. They made estate planning comfortable for my wife and I and made sure everything was covered. Great Job!!
Matt G.
NC Planning was a pleasure to work with. They were helpful and patient in walking me through all the necessary steps in starting my new business, I would highly recommend their services.
Business Planning Story- Busy Gym Owner
As an owner of a local gym I did not believe that I needed an attorney to set up my business and run it successfully. I had done it on my own all along until I met the NC Planning team. I didn’t know what I didn’t know, and they straightened out a mess I had created. I came to them because we were growing and needed to bring in a partner to handle things and wanted to do it the right way. NC Planning helped me to bring in my partner the correct way and also structure a plan for the future. Now I look forward to our yearly meetings to see what I need to do next!
Estate Planning With Presentation Story
I had been to an estate planning seminar where I was scared into believing that I need a revocable living trust to avoid probate and was pressured into signing up for the trust at the seminar to receive a discount. After I left, I had buyer’s remorse and just did not feel like I had made the right choice. After telling my neighbor about my experience, she suggested that I come see NC Planning speak about estate planning in our community next time they were there. I was hesitant but she nudged me along and joined me. I was instantly impressed by their knowledge and passion during the presentation. There were no high-pressure sales and it was obvious that they cared about doing the right thing for clients. I even learned that I could avoid probate with simple beneficiary designations! I was handled with so much care when I went into their office and they took all the time I needed to understand my options and guide me in the right direction. I was so relieved the day that I signed my will and had taken care of my grandbabies’ future the right way.
Concerned About Adult Child
We were in the middle of a nightmare when we found out that our 23 year old son had substance abuse problems. We had chosen him to take care of us and make decisions for us if we became disabled and to be the beneficiary of everything we had when we passed away. Although we were embarrassed to share our family story, NC Planning set us at ease. We knew we needed to take action and change our documentation right away. They were able to get us in quickly and handled us with care. They heard our concerns and genuinely cared to relieve our worries. They were able to find a way that my son’s needs would be taken care of when we passed and set him up for success without the responsibility or the risk of losing his inheritance with the use of a trust. Without NC Planning we would not be able to breathe this easy.
