Community Resource: Wildlife & Outdoor Recreation Foundation's Land Trust Initiative
Interested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!
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If you are interested in scheduling an appointment, use our online scheduler to see available dates and times. You can also call our office at (919) 678-5761.
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Amy Privette
Aug 31, 20234 min
Deja vu? No! It's SECURE Act #2.
Re-evaluating traditional estate planning techniques in light of SECURE Act 2.0
Amy Privette
Aug 30, 20233 min
Do 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 Privette
Jul 26, 20232 min
Estate Planning: Your Shelter in the Storm
Hurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.
Amy Privette
Apr 24, 20235 min
How to Secure the Inheritance of Your Retirement Plans Under the SECURE Act
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...
Amy Privette
Mar 28, 20232 min
10 Questions to Consider When You Inherit Real Estate
Real estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.
Amy Privette
Feb 1, 20233 min
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
Nov 11, 20223 min
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
Oct 20, 20223 min
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
Sep 8, 20222 min
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:
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