Service Highlight: Plan Audit
Already have a plan but not sure if it passes muster? Recently moved to NC & wondering if your plan is still good? You need a Plan Audit!
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Amy Privette
- Nov 11, 2022
- 3 min
Don't Let Your HSA Slip Away. Put in Play a Beneficiary Today!
Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.
Amy Privette
- Oct 20, 2022
- 3 min
Planning for Your Digital Legacy
In this age of technology, a comprehensive estate plan is one that includes digital assets! Keep reading to learn why this is important.
Amy Privette
- Sep 8, 2022
- 2 min
Handle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful Tips
Over 2.5 million deceased people fall victim to identity theft each year. Don't let your loved one become a statistic! Here's what to do:
Amy Privette
- Sep 6, 2022
- 2 min
Transparency is Not Just a Business Buzz Word. It's the Law under the Corporate Transparency Act!
Heads up, business owners! The Corporate Transparency Act imposes new reporting requirements affecting small business. Here's the latest:
Amy Privette
- Aug 21, 2022
- 2 min
Minor Matters: Addressing the Inheritance Rights of the Unborn
With the use of Assisted Reproductive Technology, children can be born after a parent's death. What does that mean for inheritance laws?
Amy Privette
- Aug 3, 2022
- 2 min
Service Highlight: Beneficiary Alignment
At Privette Legacy Planning, we offer a suite of services to help you stay connected and engaged with us, even after your plan is done....
Amy Privette
- Jul 26, 2022
- 3 min
Lessons in Loss: Unintended Consequences
This is one family's story of the very real, albeit unintended, consequences that resulted from a young person's failure to plan.
Amy Privette
- Jul 23, 2022
- 3 min
Don't Forget to Put This on Your College-bound Teen's "To-do" List!
Before your drop your child off at college, make sure to have these 4 key documents so you can continue to be a safety net for your child.
Amy Privette
- Jul 12, 2022
- 2 min
Help Them Help You: Create a Road Map for Your Family
Create a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
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