NC Planning is a law firm practice group that provides high-quality estate and business planning services. Their main priority is understanding each client's unique situation and helping them develop the best legal plan to meet their personal or business needs. The group sees planning as an ongoing relationship rather than a one-time transaction. The document then introduces the team members and provides brief descriptions of each member's role and areas of focus.

1.
NC
Planning
is
the
practice
group
that
drives
high
quality
estate
and
business
legal
planning
services
to
clients
of
the
firm.
Our
main
priority
is
to
understand
our
client’s
situation
and
help
them
choose
the
best
plan
that
fits
their
personal
or
business
needs.
We
don’t
see
a
client’s
plan
as
a
one-­‐time
transaction,
we
see
it
as
the
start
to
an
ongoing
relationship.
The
Team
Meredith
Vick
Legal
Assistant
Ashlee
Stowe
Marketing
Director
Jennifer
Sweazy
Legal
Assistant
Meredith
strives
to
provide
the
best
service
and
support
to
clients
as
possible.
Diligence,
honesty,
proficiency,
dependability,
and
quality
are
only
some
of
the
aspects
that
Meredith
strives
to
achieve
in
attaining
the
goals
and
needs
of
clients.
Ashlee
utilizes
her
creativity
and
technical
skills
to
keep
individuals,
families
and
businesses
informed
and
engaged.
She
has
learned
how
important
planning
is
and
strives
to
enlighten
people
in
an
honest
and
useful
way.
Jennifer’s
experience
in
different
practices
allows
her
to
assist
clients
with
each
legal
matter.
She
is
committed
to
helping
families
and
businesses
through
the
rough
times
and
keeps
them
organized
throughout
the
process.
NC
Planning,
A
Service
of
Adams,
Howell,
Sizemore
&
Lenfestey,
P.A.
(919)
900-­‐4720
www.ncplanning.com
Tom
Lenfestey
Lead
Attorney,
CPA
Dominic
Totman
Attorney
Lauren
Maxie
Attorney
Tom
leads
the
NC
Planning
team
by
providing
legal
planning
on
a
comprehensive
basis,
aiming
to
address
all
his
clients’
business
and
personal
needs.
Utilizing
both
his
educational
and
professional
backgrounds,
Tom
is
able
to
understand
the
impact
legal
requirements
and
sound
planning
has,
as
well
as
point
to
practical
tax
considerations
and
concerns
in
order
to
provide
true
value
to
his
clients.
Dominic
practices
in
the
areas
of
business
planning,
primarily
working
with
business
owners
to
address
their
goals
and
concerns.
He
handles
all
planning
needs
that
may
arise
throughout
the
entire
life
cycle
of
the
business.
He
also
has
a
focus
on
professional
practice
planning,
allowing
him
to
assist
doctors,
dentists
and
other
healthcare
professionals.
Lauren
focuses
on
estate
planning,
elder
law,
estate
administration
and
business
planning
as
she
continues
to
follow
her
passion
to
help
individuals
protect
themselves
and
their
families
while
planning
for
the
future.
Lauren
is
accredited
with
the
Veterans
Affairs,
which
allows
her
to
also
help
Veterans
and
their
families
receive
the
benefits
entitled
to
them.
Ashley
Alexander
Attorney
Ashley
does
a
little
bit
of
everything
for
our
team
from
assisting
individuals
with
their
estate
plans
to
helping
business
owners
with
their
complex
business
planning
needs.
She
helps
clients
see
the
big
picture
throughout
the
planning
process
while
maintaining
her
focus
on
the
details
to
ensure
they
are
comfortable
with
the
plan
they
are
putting
in
place.