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 PrivetteMay 1, 20181 minHaving a Will is not the Same Thing as Having an Estate PlanIf 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 PrivetteApr 17, 20181 minEstate Planning ArithmeticThe concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy PrivetteApr 10, 20182 minThe Case of the Unintended HeirIf beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.
Amy PrivetteMar 23, 20181 minI 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 PrivetteFeb 23, 20176 minThe Good, the Bad, and The Ugly: 5 Options for Storing Your WillNow 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