Amy PrivetteFeb 1, 20233 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 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 PrivetteApr 16, 20162 minNew Home...New Estate PlanBuying a new home often follows a significant life change. That means it's a good time to review your existing estate plan!