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.
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Amy Privette
Apr 24, 20181 min read
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 17, 20181 min read
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
Apr 10, 20182 min read
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
Apr 3, 20182 min read
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?
Amy Privette
Mar 23, 20181 min read
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
Mar 9, 20182 min read
New Power of Attorney Law
On January 1, 2018, a new Power of Attorney Act went into effect here in North Carolina. Here are the highlights of the new law.
Amy Privette
Mar 8, 20182 min read
Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
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