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Amy Privette

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

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

Estate Planning Arithmetic

The concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.

Amy Privette

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

I don't have a will. So what?

Instead of telling you that you need an estate plan. I'm going to show you what happens if you die without one in North Carolina.

Amy Privette

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