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Amy Privette
Sep 8, 20222 min read
Handle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful Tips
Over 2.5 million deceased people fall victim to identity theft each year. Don't let your loved one become a statistic! Here's what to do:
Amy Privette
Sep 6, 20222 min read
Transparency is Not Just a Business Buzz Word. It's the Law under the Corporate Transparency Act!
Heads up, business owners! The Corporate Transparency Act imposes new reporting requirements affecting small business. Here's the latest:
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....
Amy Privette
Jul 26, 20223 min read
Lessons in Loss: Unintended Consequences
This is one family's story of the very real, albeit unintended, consequences that resulted from a young person's failure to plan.
Amy Privette
Jul 23, 20223 min read
Don't Forget to Put This on Your College-bound Teen's "To-do" List!
Before your drop your child off at college, make sure to have these 4 key documents so you can continue to be a safety net for your child.
Amy Privette
Jul 12, 20222 min read
Help Them Help You: Create a Road Map for Your Family
Create a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
Amy Privette
Jul 6, 20222 min read
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
Jun 28, 20222 min read
Community Resource: How to request a birth, marriage, or death certificate from Wake County
Need a certified copy of a birth, marriage, or death certificate in Wake County? Here's what to do!
Amy Privette
Jun 21, 20227 min read
Birds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate Plan
Parents often want to avoid talking with their kids about estate planning, but it's a much-needed conversation. Here's how to have the talk.
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