Amy PrivetteApr 24, 20235 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 1, 20233 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.
Amy PrivetteAug 21, 20222 minMinor Matters: Addressing the Inheritance Rights of the UnbornWith the use of Assisted Reproductive Technology, children can be born after a parent's death. What does that mean for inheritance laws?
Amy PrivetteAug 3, 20222 minService Highlight: Beneficiary AlignmentAt Privette Legacy Planning, we offer a suite of services to help you stay connected and engaged with us, even after your plan is done....