Dearly Beloved: The Six Heirs Who Would Benefit from a Protected Inheritance
Providing a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!
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Amy Privette
- Jul 6, 2022
- 2 min
Show and Tell Isn't Just for Kindergarteners!
If you are the Executor of an estate or Trustee of a trust, don't go it alone. Trust & estate administration is not for the faint of heart!
Amy Privette
- Jun 8, 2022
- 4 min
Decoding the Right of Occupancy: a planning tool for matters of the heart & home
Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy Privette
- May 5, 2022
- 3 min
Why does the bank need a copy of my trust? SPOILER ALERT: It doesn't!
When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...
Amy Privette
- Feb 21, 2019
- 2 min
February is Responsible Pet Owner Month
February is Responsible Pet Owner Month. A Responsible Pet Owner is one whose estate plan includes plans for his or her pets.
Amy Privette
- Aug 3, 2018
- 3 min
Ya Got Trouble, Trouble with a Capital P
What does one of the most popular songs from the classic musical, The Music Man, have to do with Estate Planning? Read on to find out!
Amy Privette
- Apr 24, 2018
- 1 min
Benefit of Holding Real Estate in a Trust
If you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!
Amy Privette
- Apr 3, 2018
- 2 min
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?
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