Amy PrivetteJul 26, 20223 minLessons in Loss: Unintended Consequences This is one family's story of the very real, albeit unintended, consequences that resulted from a young person's failure to plan.
Amy PrivetteMar 8, 20195 minNo Good Deed Goes UnpunishedThere's a very narrow set of facts where adding your child to a home deed makes sense. There are many more reasons why you shouldn't do it!
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 10, 20182 minThe Case of the Unintended HeirIf beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.
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 PrivetteFeb 1, 20171 minTop 6 Reasons to Update Your Estate PlanEstate plans are a lot like cars—they need to be maintained in order to work effectively. Here are six reasons to update your existing plan.
Amy PrivetteDec 21, 20161 minEstate Planning Considerations For Divorced or Separated IndividualsWhen going through a divorce, it is important to update your estate plan to remove your ex. This video presents the dangers of not doing so.
Amy PrivetteJan 19, 20162 minHave you conducted an audit lately?Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?