NC Planning

NC Planning is a trustworthy, knowledgable, and caring team of professionals. As clients, our experience has been nothing less than superb. They are efficient, thorough, and patient with questions. We will recommend NC Planning to our friends and family.

I try to live by G.I. Joe's motto "Knowing is half the battle." We're all going to die eventually. So, the other half of the battle is being prepared. Establishing important family documents like wills, powers of attorney and living wills is a gift we give the people we love. Thank you, NC Planning, for guiding us through this process!

I have worked with NC Planning for many years and love the service they have provided and continue to provide. They have shared immense legal knowledge as well as strategies to help me stay compliant as well as grow. NC Planning will provide you not only value and knowledgeable legal planning, but also an exceptional client service experience. For my business planning and personal needs, NC planning was able to exceed my expectations.
Thank you Jennifer, Michael, Lauren, Matt, Tom and the rest of the team for taking care of me.

The professionals at NC Planning were extremely helpful in working with us to update our estate plan. Kind and compassionate, they walked us through all the options for us to consider as we worked together to make decisions. The process was smooth, efficient, and I would recommend the firm wholeheartedly.

We worked with Lauren, Michelle, and the NC Planning team for a little more than a month to utilize their legal expertise in formulating our estate plan. We felt very comfortable with the knowledge each team member brought to the table. They were “down-to-earth” and able to listen to our questions / concerns and provided options and solutions that allowed us to hone our decisions accordingly. The NC Planning team worked seamlessly to ensure that there were no gaps in communication or work effort to meet our needs. We have been impressed with the overall package of disciplines that NC Planning has incorporated to provide a “one-stop-shop” of services. We took advantage of the option to successfully prepare a comprehensive estate plan. Since then, we have engaged NC Planning's professional practice planning arm for additional assistance.