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If you are interested in scheduling an appointment, use our online scheduler to see available dates and times. You can also call our office at (919) 678-5761.

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Amy Privette
Aug 30, 20233 min read
Do these Genes Make Me Uninsurable?
Genetic testing can help reveal significant health issues, but does that put you at risk of insurance companies declining to insure you?

Amy Privette
Jul 26, 20232 min read
Estate Planning: Your Shelter in the Storm
Hurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.

Amy Privette
Apr 24, 20235 min read
How to Secure the Inheritance of Your Retirement Plans Under the SECURE Act
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...


Amy Privette
Feb 1, 20233 min read
Service Highlight: Plan Audit
Already have a plan but not sure if it passes muster? Recently moved to NC & wondering if your plan is still good? You need a Plan Audit!

Amy Privette
Nov 11, 20223 min read
Don't Let Your HSA Slip Away. Put in Play a Beneficiary Today!
Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.


Amy Privette
Oct 20, 20223 min read
Planning for Your Digital Legacy
In this age of technology, a comprehensive estate plan is one that includes digital assets! Keep reading to learn why this is important.

Amy Privette
Aug 21, 20222 min read
Minor Matters: Addressing the Inheritance Rights of the Unborn
With the use of Assisted Reproductive Technology, children can be born after a parent's death. What does that mean for inheritance laws?


Amy Privette
Aug 3, 20222 min read
Service Highlight: Beneficiary Alignment
At Privette Legacy Planning, we offer a suite of services to help you stay connected and engaged with us, even after your plan is done....
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