NC Planning

We’re continuing our gratitude series with some heartfelt words from Jennifer Sweazy. ?? Jennifer shared: "I am thankful to be part of NC Planning and work with a team who cares so much about our client’s needs and helping them through the different avenues, whether personal or business related. Thankful this holiday season for health, family and all that we have! We appreciate all of our clients and wish you and your families a wonderful holiday season!" Stay tuned as we continue to share more thankful thoughts from our NC Planning team. ??

Next up in our Giving Thanks Series we’re sharing some words from attorney Clayton Trice. ?? “I’m so thankful to help my clients navigate one of the biggest decisions of their lives—buying or selling their business. It’s truly an honor to support them as they reach milestones they’ve worked their whole careers to achieve. And I couldn’t ask for a better team than the one we have here at NC Planning. The support, growth, and camaraderie make this the best work environment I’ve ever been a part of.” Stay tuned as we share more gratitude for our clients this season. ?? #NCPlanning #ClientAppreciation #BusinessPlanning #GivingThanks #ClientRelationships #EstatePlanning #BusinessPlanning

What is an estate plan? ?? In this video, attorney and partner Kyle Frizzelle explains an estate plan. To watch the full video search NC Planning on YouTube or head to the link below! https://cstu.io/d08c20 #NCPlanning #EstatePlanning #NorthCarolinaLawyer #EstatePlanningAttorney #LegalAdvice #LawFirmNC #EstatePlanningTips #NCAttorney

We’re continuing our gratitude series with some heartfelt words from Christiana Parker, our Legal Production Manager. ?? Christiana shared: “I’m so grateful for the clients who trust us with their plans for the future. It’s an honor to be part of a team that truly puts clients first and aligns with my own values. Knowing that we’re making a difference in people’s lives by supporting them through important decisions is so rewarding. Thank you for letting us be part of your journey!” ?? Stay tuned for more notes of gratitude from our NC Planning team. ???? #NCPlanning #GratitudeSeries #ClientAppreciation #ThankfulTeam #EstatePlanning #GivingThanks #BusinessPlanning

As your business grows, so do its planning needs. We help clients with long-term planning needs that may involve: ?? Advice Regarding Contracts ?? Licenses and Trademarks ?? Merger and Acquisition Planning ?? Succession Planning ?? Tax Planning Strategies Looking to plan for your business’s future? Schedule a consultation with us today to see how we can support your long-term growth and success! https://lnkd.in/eHfpBSvw #NCPlanning #BusinessPlanning #BusinessPlanningAttorney #NorthCarolinaLawyer #LawFirmNC

We’re back with another message from our NC Planning team! Andreina Reyes, our Client Services Manager, shares her gratitude: “I’m so inspired by our clients every day. Navigating the loss of a loved one is never easy, but seeing how they find moments of gratitude in the midst of grief really moves us to do our best. And honestly, I’m so grateful to be part of this wonderful team here at NCP. Working together to make a real difference in people’s lives—it’s just so rewarding.” Stay tuned as we continue to share more thankful thoughts from our NC Planning team. ?? #NCPlanning #ThankfulClients #EstateAdministration #ClientAppreciation #GivingThanks #EstatePlanning #BusinessPlanning

Business owners, do you have questions about the FinCEN/BOI filing requirement? ?? This new filing mandate can be complex, but it’s important to get it right to avoid penalties. Our Business Planning team at NC Planning is here to help you navigate through the requirements. Click the link below to schedule an intro call with Jennifer Sweazy today so that you’re fully prepared! https://cstu.io/372e4e #BusinessCompliance #FinCENFiling #BusinessPlanning #NCPlanning #BusinessPlanning

What Are the Risks of Not Having a Power of Attorney? If you have no power of attorney, the court may step in to handle whatever issue has occurred as a result of your incapacitation. If you have not implemented a power of attorney, you will have no say in who the court will appoint to handle your affairs.The individual appointed by the court will have broad authority to act on your behalf—and may be a person you would not have chosen. Don’t leave your future in the hands of the court. Schedule a consultation with NC Planning today. https://lnkd.in/etkrqbC9 #NCPlanning #EstatePlanning #NorthCarolinaLawyer #EstatePlanningAttorney #LegalAdvice #LawFirmNC #EstatePlanningTips #NCAttorney

Today, we’re sharing a special message from Lauren Maxie, one of our amazing Attorneys & Partners. ?? Lauren’s gratitude really reflects what makes our work at NC Planning so meaningful: the trust our clients place in us to guide them through some of life’s biggest moments. Whether it’s helping families plan for the future or supporting business owners as they secure their legacies, it’s a true privilege to be part of your story. #ThankfulHearts #SeasonOfThanks #NCPlanning #EstatePlanning #BusinessPlanning

Last Thursday, our NC Planning team had the honor of participating in the Triangle Tribe’s “Packs for a Purpose” event at North Ridge Country Club. ?? It was such an inspiring evening spent giving back alongside amazing community members, WakeSmiles, and The Salvation Army. We packed backpacks full of essential toiletries and snacks, and even added some handwritten notes of encouragement to spread a little extra hope and kindness. It’s always a great reminder of how much good we can do when we come together. A big thank you to everyone who made this event possible and to those who donated to help families in need, including those affected by Hurricane Helene. ?? We’re so grateful to have been a part of something so meaningful! #NCPlanning #PacksForAPurpose #TriangleTribe