General Estate Planning

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Amy Privette

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

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

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

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

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

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

Birds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate Plan

Parents often want to avoid talking with their kids about estate planning, but it's a much-needed conversation. Here's how to have the talk.

Amy Privette

Decoding the Right of Occupancy: a planning tool for matters of the heart & home

Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.