Estate Administration

Categories

Amy Privette

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

Show and Tell Isn't Just for Kindergarteners!

If you are the Executor of an estate or Trustee of a trust, don't go it alone. Trust & estate administration is not for the faint of heart!

Amy Privette

How to Prevent a Good Sale from Going Bad!

If you are selling real estate after a loved one's death, you cannot afford to miss this timing rule!

Sara Krueger

Lessons in Loss: How Did I Get Here?

Every client who comes to Privette Legacy Planning for help has a story. This is Sara's story - "How Did I Get Here?"

Amy Privette

Benefit of Holding Real Estate in a Trust

If you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!

Amy Privette

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

I don't have a will. So what?

Instead of telling you that you need an estate plan. I'm going to show you what happens if you die without one in North Carolina.

Amy Privette

Life Insurance Locator Services

There are tools you can use to determine if your deceased loved one had a life insurance policy or annuity that needs to be collected.