Amy Privette1 hour ago5 min readAll the Right Ingredients: A Recipe for Success!By aligning the benefits of an LLC with the asset transfer perks of a trust, business owners can position the company for success.
Amy PrivetteAug 193 min readUsing AI for Your Estate Plan: "Write" or Wrong?AI is rapidly becoming a "go to" resource in all facets of life. But, should it be used to create to your estate plan?
Amy PrivetteJun 135 min readThe Benefits of Funding your Trust with your LLCThose who own an interest in a LLC need to make sure their estate plan addresses this asset, and a trust may be a great way to handle it.
Amy PrivetteApr 13 min readMinor Matters: Survivor Benefits for Your ChildWhen planning for your child's future, naming a guardian isn't the only thing you need to consider!
Amy PrivetteFeb 262 min readHow 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?
Amy PrivetteFeb 162 min readHow 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!
Amy PrivetteJan 232 min readMinor Matters: 10 Questions to Ask Yourself Before You Name a Guardian!Naming a guardian to take care of your children if you die before they are old enough to be on their own can be one of the most daunting...
Amy PrivetteJan 92 min readCommunity Connection: Wake County Resources List & Well Check Program for SeniorsDid you know that Wake County has one of the fastest growing senior populations in the state? Because older populations often face some...
Amy PrivetteDec 15, 20234 min readGot Unused Money in a 529 Account? We've Got Ideas. Year after year, you dutifully stashed away money in a 529 account for your child only for her not to pursue college. What do you do now?
Amy PrivetteNov 5, 20232 min readUnderused Resources You Should Know About as the Executor or Trustee!Are you the Executor or Trustee of a loved one's trust or estate? Those are all big titles that come with big responsibilities -- such as...