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Estate Planners in North Carolina

Estate Planners in Raleigh, NC

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21 results found

Bill Kratt Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Manager • Chief Executive • Operations Manager • Law Specialist • Lawyers • Financial Manager • Trust Law Attorney • Psychologist • Computational Scientist • Computer Scientists • Organization Management • Psychology Specialist

Experience & Education

Position:
Partner at Kratt Dedmond & Associates PLLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Kratt Dedmond & Associates PLLC - 5623-111 Duraleigh Road, Raleigh NC 27612Partnersince Jun 2013Herring Mills & Kratt - Downtown Raleigh NCPartnerJan 2007 - May 2013
Skills:
Probate, Estate Planning, Guardianship, Elder Law, Board Certified, Wills, Special Needs Planning,...
Certifications:
Specialist in Estate Planning & Fiduciary Law, NC Broad of Legal Specialization
Estate Planner Legal Network
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Tom Morris Raleigh, NC

Professions & Specialties

Certified Financial Planner • Estate Planner • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Sales • Vice President • Chief Executive • Advisor • Training Manager • Managers • Chief Accountant • Account Manager • Financial Analyst • Executive Team Leader • Chief Operating Officer • Chief Knowledge Officer • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Sales Manager • Financial Officer • Financial Manager • Corporate Executive • Operations Manager • General and Operations Manager • Director of Operations • Development Director • HR Manager • Technology Manager • Technical Managers • Master of Business Administration • Bachelor of Science • Model • Psychologist • Computer Software Professional • Software Developers • Linguist • Language Specialist • Psychology Specialist

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Title:
Helping Successful Individuals Brainstorm and Improve Their Financial Outcomes
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representativesince May 2004Polyglot Systems VP Sales & MarketingDec 2003 - Jan 2005
Certifications:
CFP
ChFC
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Ken Sutherland Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Operations Manager • Financial Manager • Planner • Business Administrator • Clergy • Religious Worker • Master of Divinity • Bachelor of Science • Wellness and Fitness

Experience & Education

Position:
President at LifePlan Investment Advisors, INC
Title:
President of the LifePlan Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
LifePlan Investment Advisors, INC - Triangle Area of North CarolinaPresidentsince 2009LifePlan Tax and Insurance Group, INC - Omaha NE now Raleigh NCPresident1998 - 2009
Certifications:
ChFC Chartered Financial Consultant, The American College
CLU Chartered Life Underwriter, The American College
Insurance and Estate Planner at LifePlan Designs
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Jackie Bedard Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Counselor • Supporting Member • Advisor • Team Member • Student Lawyer • Financial Manager

Experience & Education

Position:
Estate Planning Attorney & Counselor at Law at Carolina Family Estate Planning
Title:
Estate Planning & Asset Protection Attorney
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Carolina Family Estate Planning Estate Planning Attorney & Counselor at Lawsince May 2009Pinna, Johnston & Burwell, P.A. AssociateSep 2006 - May 2009
Skills:
Wills, Estate Planning, Trusts, Mediation, Veterans Benefits, Special Needs Trusts, Legal Research, ...
Estate Planner Legal Network
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Daire Roebuck Raleigh, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Contract Attorney • Lawyers • Document Reviewer • Judge • Clerk • Construction • Team Member • Clerical Specialist • Government Administration Professional • Student Worker • Financial Manager • Community Service Manager

Experience & Education

Position:
Attorney at Roebuck Law, PLLC
Title:
Estate Planning Attorney
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Roebuck Law, PLLC Attorneysince Mar 2010Ellis & Winters LLP Contract AttorneyAug 2009 - Feb 2010
Skills:
Estate Planning, Wills, Trusts, Powers of Attorney, Living Wills, Probate, Charitable Giving...
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Andrew Tucker Raleigh, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Representative • Summer Associate • Paralegal • Student Worker • Spokesperson • Of Counsel • Jurist • Legal Counsel • Vice President • Chief Executive • Financial Manager • Community Service Manager • Juris Doctor • Government Administration Professional

Experience & Education

Position:
Regulatory/Revenue Policy Intern at North Carolina General Assembly
Location:
Raleigh-Durham, North Carolina Area
Industry:
Legal Services
Work history:
North Carolina General Assembly - Raleigh-Durham, North Carolina AreaRegulatory/Revenue Policy Internsince Sep 2011Davies Law PLLC - Charlotte, North Carolina AreaSummer AssociateMay 2012 - Aug 2012
Skills:
Estate Planning, Tax Planning, Asset Protection, Intellectual Property Taxation, Risk Management,...
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Louis Wooten Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Partner • Managing Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Judicial Law Clerk • Psychologist • Psychology Specialist

Experience & Education

Position:
Owner at The Wooten Law Firm
Title:
Owner, The Wooten Law Firm
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
The Wooten Law Firm Ownersince Jun 2010Everett, Gaskins, Hancock & Stevens, LLP PartnerSep 2000 - Jun 2010
Skills:
Tax Law, Wills, Shareholder, Business Tax Planning, Succession Planning, Tax, Trusts, Estate...
Estate Planner Legal Network
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Dee Wallis Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Psychology Specialist

Experience & Education

Position:
Owner at Wallis Law Firm, P.A.
Title:
Attorney, Wallis Law Firm, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Wallis Law Firm, P.A. Ownersince Jan 2006Wallis & Morton, P.A. Owner1996 - 2005
Skills:
Estate Planning, Estate Administration, Real Estate, Small Business, Real Estate Transactions,...
Estate Planner Legal Network
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Roger Brooks Raleigh, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chairperson • Chief Executive • Financial Manager • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Schwartz Benefits Services, Inc (2003-present)
Title:
Partner at Schwartz Benefit Services
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Schwartz Benefits Services, Inc (2003-present) - Chapel Hill, NCPartnersince Jan 2003Harris, Crouch, Long, Scott & Miller PresidentJan 2001 - Jan 2003
Skills:
Insurance, Estate Planning, Investments, Risk Management, Public Speaking, Employee Benefits,...
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Rania Combs Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Juris Doctor • Bachelor of Business Administration • Financial Manager

Experience & Education

Position:
Attorney at Rania Combs Law (A Texas Firm)
Title:
Attorney at Rania Combs Law
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Rania Combs Law (A Texas Firm) - A Texas FirmAttorneysince Oct 2008
Skills:
Living Wills, Special Needs Planning, Powers of Attorney, Wills, Trusts, Estate Planning, Living...
Estate Planner Legal Network
Full Profile

James West Raleigh, NC

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
President at West Law Offices, P.C.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
West Law Offices, P.C. Presidentsince 1998Durham County Prosecutor1995 - 1996
Estate Planner Legal Network
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Diane Wallis Raleigh, NC

Professions & Specialties

Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner at Wallis Law Firm, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Wallis Law Firm, P.A. Ownersince Jan 2006
Estate Planner Legal Network
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Joseph Middleton Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Partner • Chief Executive • Entertainment Professional • Entertainer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at MoonFire Films, LLC, Owner at Mid Carolina Media, Inc., Owner at Mid Carolina Media, Inc
Title:
Owner at Mid Carolina Media, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Entertainment
Work history:
MoonFire Films, LLC Partnersince Jun 2009Mid Carolina Media, Inc. Ownersince May 1994
Finbancial advisor and estate planner for Merrill Lynch
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Steve Minor Raleigh, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at Steve Minor Appraisals and Estate Sales
Location:
Raleigh-Durham, North Carolina Area
Industry:
Fine Art
Work history:
Steve Minor Appraisals and Estate Sales OwnerSteve Minor Appraisals Owner1986 - 2011
Skills:
Folk Art, Fine Art, Artwork, Books, Antiques, Art, Appraisals, Museums, Auctions, Sterling Silver,...
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Ron Harrill Raleigh, NC

Professions & Specialties

Planner • Advisor • Senior Advisor • Chairperson • Chief Executive • Financial Manager

Experience & Education

Position:
President at Estate Advisor Services LLC
Title:
Retirement Planner at Estate Advisor Services LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Estate Advisor Services LLC - Chapel Hill, NCPresidentsince Apr 2006Ameri-Life & Health Services Senior AdvisorMay 1990 - Apr 2006
Skills:
Annuities, Universal Life, Long Term Care, Insurance Planning, Retirement, Retirement Planning, Tax ...
Estate Planner Legal Network
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Amanda Baxley Raleigh, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Juris Doctor • Bachelor of Arts • Psychologist • Property Manager • Real Estate Manager • Financial Manager • Psychology Specialist

Experience & Education

Title:
Attorney at Kratt Dedmond & Associates, PLLC
Location:
Raleigh, North Carolina
Industry:
Law Practice
Skills:
Estate Planning, Estate Administration, Guardianship, Real Estate Transactions/Title Search,...
Full Profile

Heath Dedmond Raleigh, NC

Professions & Specialties

Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Law Specialist • Lawyers

Experience & Education

Position:
Partner at Kratt Dedmond & Associates, PLLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Kratt Dedmond & Associates, PLLC - Raleigh-Durham, North Carolina AreaPartnersince Jun 2013Herring Mills & Kratt, PLLC AttorneySep 2008 - May 2013
Estate Planner Legal Network
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Bruce Matthews Raleigh, NC

Professions & Specialties

Manager • Founder • Operations Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative

Experience & Education

Position:
CWM, CTEP MANAGER/ FOUNDER TRUOPTIONS FAMILY OF COMPANIES at truoptions
Title:
Manager at truoptions
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Truoptions - 9162 Wooden Road Raleigh, N.C. 27617CWM, CTEP MANAGER/ FOUNDER TRUOPTIONS FAMILY OF COMPANIESsince Jan 1992New York Life Insurance Company - Raleigh-Durham, North Carolina AreaAgentJan 1979 - Jan 1992
Certifications:
CHARTERED WEALTH MANAGER, CWM, AMERICAN ACADEMY OF FINANCIAL MANAGEMENT
CHARTERED TRUST AND ESTATE PLANNER, AMERICAN ACADEMY OF FINANCIAL MANAGEMENT
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Ed Sopp Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Associate Attorney • Lawyers • Information Technology Specialist • IT Specialist • Financial Manager

Experience & Education

Position:
In House Real Estate Counsel at Highwoods Properties
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Highwoods Properties In House Real Estate Counselsince May 2012Pinna, Johnston & Burwell, P.A. Associate AttorneySep 2007 - May 2012
Estate Planner Legal Network
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Bill Alexander Raleigh, NC

Professions & Specialties

Puchasing and Estimating Manager • Law Specialist • Lawyers • Founder • Founding Member • Chief Executive • Financial Manager

Experience & Education

Position:
Attorney at W. G. Alexander & Associates PLLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
W. G. Alexander & Associates PLLC Attorneysince Aug 1976
Skills:
Mediation, Medicaid, Wills, Estate Planning, Elder Law, Estate Administration, Legal Research,...
Estate Planner Legal Network
Full Profile

Elaine Keyes Raleigh, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Property Manager • Real Estate Manager • Personal Secretary • Secretary • Psychology Specialist • School Principal • School Administrator • Educational Manager • Family Psychologist • Child and Family Counselor • Relationship Counselor • Director • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Full house marketing
Property manager
Company:
Full house marketing - Cary, NC
Personal assistant

Skills

Business Development, Sales, Customer Service
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Estate Planners near Raleigh, NC01Durham


Estate Planners around Raleigh, NC

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Estate Planners in North Carolina

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