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?"
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Amy Privette
Feb 21, 20192 min
February is Responsible Pet Owner Month
February is Responsible Pet Owner Month. A Responsible Pet Owner is one whose estate plan includes plans for his or her pets.
Amy Privette
Oct 16, 20181 min
We Go Together Like...
If you disinherit your spouse pursuant to a Prenuptial Agreement, please make sure the Agreement can be located after your death!
Amy Privette
Aug 3, 20183 min
Ya Got Trouble, Trouble with a Capital P
What does one of the most popular songs from the classic musical, The Music Man, have to do with Estate Planning? Read on to find out!
Amy Privette
Jul 27, 20182 min
It's Okay to Shop Around
Clients should only pursue estate planning with an attorney in whom they have trust and confidence. So, it's okay to shop around!
Amy Privette
May 1, 20181 min
Having a Will is not the Same Thing as Having an Estate Plan
If all you have is a Will, then you do not have an estate plan. You have a document. A Will can be an effective tool, but not by itself.
Amy Privette
Apr 24, 20181 min
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
Apr 17, 20181 min
Estate Planning Arithmetic
The concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy Privette
Apr 10, 20182 min
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
Apr 3, 20182 min
So you want to leave everything to your kids and not your spouse? Sorry Charlie!
In NC, you cannot disinherit your spouse. The law provides an automatic inheritance right called the elective share. So, what can you do?
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