Amy Privette
- Mar 8, 2016
- 1 min read

Preserving the Family Story

Legacy planning? I'm not a one-percenter. I'm not one of the elite. I don't have a legacy to leave.

Actually you do! There are many different types of legacies that we can leave: a financial legacy, a spiritual legacy, a moral legacy, an educational legacy, a charitable legacy, a legacy of heritage and culture, and many others. Most attorneys focus only on the financial legacy (that is, the estate). But, I am interested in helping clients do more. I want to go beyond creating a customized estate plan that protects your assets. I want to help you PRESERVE YOUR FAMILY STORY. I sincerely want to learn about your family, about the people and things that matter most to you, and why they matter. In doing so, I can more effectively advise you on setting up an estate plan that will endure beyond your lifetime and ensure that your loved ones are protected. I can also help you preserve that history and heritage.

To learn more about the firm's work in this area, check out REFLECTIONS.

Minor Matters: Survivor Benefits for Your Child

When planning for your child's future, naming a guardian isn't the only thing you need to consider!

How to Make Sure Your Medical Wishes Are Known and Honored!

What good does it do to have medical directives in place if no one knows about it? How can you make sure your choices will be honored?

How Much of Your Money is Safe?

The FDIC was formed to reassure Americans that money deposited in U.S. banks was safe. Still, it's critical to understand there are limits!

If you are interested in scheduling an appointment, use our online scheduler to see available dates and times. You can also call our office at (919) 678-5761.

Preserving the Family Story

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