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.
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Amy Privette
- Apr 17, 2018
- 1 min
Estate Planning Arithmetic
The concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy Privette
- Apr 10, 2018
- 2 min
The Case of the Unintended Heir
If beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.
Amy Privette
- Apr 3, 2018
- 2 min
So you want to leave everything to your kids and not your spouse? Sorry Charlie!
In NC, you cannot disinherit your spouse. The law provides an automatic inheritance right called the elective share. So, what can you do?
Amy Privette
- Dec 21, 2016
- 1 min
Estate Planning Considerations For Divorced or Separated Individuals
When going through a divorce, it is important to update your estate plan to remove your ex. This video presents the dangers of not doing so.
Amy Privette
- Jan 19, 2016
- 2 min
Have you conducted an audit lately?
Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?
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