Underused 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...
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Amy Privette
- Sep 25
- 4 min
Dearly Beloved: The Six Heirs Who Would Benefit from a Protected Inheritance
Providing a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!
Amy Privette
- Sep 7
- 2 min
Community Resource: Wildlife & Outdoor Recreation Foundation's Land Trust Initiative
Interested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!
Amy Privette
- Aug 30
- 3 min
Do these Genes Make Me Uninsurable?
Genetic testing can help reveal significant health issues, but does that put you at risk of insurance companies declining to insure you?
Amy Privette
- Jul 26
- 2 min
Estate Planning: Your Shelter in the Storm
Hurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.
Amy Privette
- Apr 24
- 5 min
How to Secure the Inheritance of Your Retirement Plans Under the SECURE Act
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...
Amy Privette
- Mar 28
- 2 min
10 Questions to Consider When You Inherit Real Estate
Real estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.
Amy Privette
- Feb 1
- 3 min
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!
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.
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