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 PrivetteAug 3, 20222 minService Highlight: Beneficiary AlignmentAt Privette Legacy Planning, we offer a suite of services to help you stay connected and engaged with us, even after your plan is done....
Amy PrivetteJun 16, 20222 minService Highlight: Family Round TableSome lawyers view estate planning as a transactional practice. When the estate plan is finished, so is the lawyer's work with the client....
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?