Amy PrivetteJul 26, 20192 minHow to Prepare for College, the Estate Planning WayOnce your kids turn 18, they are adults in the eyes of the law and need their own legal documents. Take steps to secure your child's future!
Amy PrivetteApr 17, 20181 minEstate Planning ArithmeticThe concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy PrivetteApr 3, 20182 minSo 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?
Amy PrivetteMar 2, 20183 min5 P's of Revocable Living Trusts - Part 2We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
Amy PrivetteFeb 23, 20182 minThe 5 P's of Revocable Living TrustsRevocable Living Trusts offer incredible benefits that a Will cannot match. I call these the 5 P's. This post tackles the first 2 P's.