Amy Privette2 days ago4 minDearly Beloved: The Six Heirs Who Would Benefit from a Protected InheritanceProviding a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!
Amy PrivetteSep 72 minCommunity Resource: Wildlife & Outdoor Recreation Foundation's Land Trust InitiativeInterested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!
Amy PrivetteAug 303 minDo 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 PrivetteJul 262 minEstate Planning: Your Shelter in the StormHurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.
Amy PrivetteApr 245 minHow to Secure the Inheritance of Your Retirement Plans Under the SECURE ActOn January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...
Amy PrivetteFeb 13 minService Highlight: Plan AuditAlready 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 PrivetteNov 11, 20223 minDon'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 PrivetteOct 20, 20223 minPlanning for Your Digital LegacyIn this age of technology, a comprehensive estate plan is one that includes digital assets! Keep reading to learn why this is important.