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...
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Amy Privette
- Feb 1
- 3 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, 2022
- 3 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, 2022
- 3 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
- Aug 21, 2022
- 2 min
Minor Matters: Addressing the Inheritance Rights of the Unborn
With the use of Assisted Reproductive Technology, children can be born after a parent's death. What does that mean for inheritance laws?
Amy Privette
- Jul 26, 2022
- 3 min
Lessons 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 Privette
- Jul 23, 2022
- 3 min
Don't Forget to Put This on Your College-bound Teen's "To-do" List!
Before your drop your child off at college, make sure to have these 4 key documents so you can continue to be a safety net for your child.
Amy Privette
- Jun 21, 2022
- 7 min
Birds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate Plan
Parents often want to avoid talking with their kids about estate planning, but it's a much-needed conversation. Here's how to have the talk.
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