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Having a Will is not the Same Thing as Having an Estate Plan
If all you have is a Will, then you do not have an estate plan. You have a document. A Will can be an effective tool, but not by itself.
Amy Privette
May 1, 20181 min read


The Case of the Unintended Heir
If beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.
Amy Privette
Apr 10, 20182 min read


So 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 Privette
Apr 3, 20182 min read


Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
Amy Privette
Mar 8, 20182 min read


5 P's of Revocable Living Trusts - Part 2
We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
Amy Privette
Mar 2, 20183 min read


The 5 P's of Revocable Living Trusts
Revocable Living Trusts offer incredible benefits that a Will cannot match. I call these the 5 P's. This post tackles the first 2 P's.
Amy Privette
Feb 23, 20182 min read


The Good, the Bad, and The Ugly: 5 Options for Storing Your Will
Now that you've done a Will, the question becomes where do I keep it so that it's safe but accessible at my death. Here are 5 option
Amy Privette
Feb 23, 20176 min read


Top 6 Reasons to Update Your Estate Plan
Estate 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 Privette
Feb 1, 20171 min read
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