Amy Privette2 days ago4 minDearly Beloved: The Six Heirs Who Would Benefit from a Protected InheritanceProviding a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!
Amy PrivetteJul 6, 20222 minShow 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 PrivetteJun 8, 20224 minDecoding the Right of Occupancy: a planning tool for matters of the heart & homeIncluding a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy PrivetteMay 5, 20223 minWhy 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 PrivetteFeb 21, 20192 minFebruary is Responsible Pet Owner MonthFebruary is Responsible Pet Owner Month. A Responsible Pet Owner is one whose estate plan includes plans for his or her pets.
Amy PrivetteAug 3, 20183 minYa Got Trouble, Trouble with a Capital PWhat 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 PrivetteApr 24, 20181 minBenefit of Holding Real Estate in a TrustIf 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 PrivetteApr 3, 20182 minSo 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?