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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.


Amy Privette
Mar 2, 20183 min read
5 P's of Revocable Living Trusts - Part 2
We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.


Amy Privette
Feb 23, 20182 min read
The 5 P's of Revocable Living Trusts
Revocable Living Trusts offer incredible benefits that a Will cannot match. I call these the 5 P's. This post tackles the first 2 P's.


Amy Privette
Apr 11, 20173 min read
Having a "Jerry Maguire" moment...
If you are reading this blog post, then chances are you are old enough to remember Jerry Maguire. You know, the movie that launched Renee Ze


Amy Privette
Feb 23, 20176 min read
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


Amy Privette
Feb 6, 20172 min read
Don't Forget to Plan for Your Pets
What will happen to your pets when you die? If you do not have an answer to this, then we need to talk about pet planning!


Amy Privette
Feb 1, 20171 min read
Top 6 Reasons to Update Your Estate Plan
Estate plans are a lot like cars—they need to be maintained in order to work effectively. Here are six reasons to update your existing plan.
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