Amy PrivetteApr 245 minHow to Secure the Inheritance of Your Retirement Plans Under the SECURE ActOn January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...
Amy PrivetteFeb 13 minService Highlight: Plan AuditAlready 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 PrivetteNov 11, 20223 minDon'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 PrivetteOct 20, 20223 minPlanning for Your Digital LegacyIn this age of technology, a comprehensive estate plan is one that includes digital assets! Keep reading to learn why this is important.
Amy PrivetteAug 21, 20222 minMinor Matters: Addressing the Inheritance Rights of the UnbornWith the use of Assisted Reproductive Technology, children can be born after a parent's death. What does that mean for inheritance laws?
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 PrivetteJul 23, 20223 minDon'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 PrivetteJun 21, 20227 minBirds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate PlanParents 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.