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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
Jan 18, 20171 min read
Comfort Zone Camp
Comfort Zone Camp is a weekend camp is specifically designed for children ages 7-18 who are grieving the loss of a parent or sibling.
Amy Privette
Dec 21, 20161 min read
Estate Planning Considerations For Divorced or Separated Individuals
When going through a divorce, it is important to update your estate plan to remove your ex. This video presents the dangers of not doing so.
Amy Privette
Nov 22, 20161 min read
Life Insurance Locator Services
There are tools you can use to determine if your deceased loved one had a life insurance policy or annuity that needs to be collected.
Amy Privette
Jul 22, 20162 min read
Top 10 Estate Planning Myths & Misconceptions
If you believe any of the ten statements, then you have fallen prey to some of the most common Myths & Misconceptions about estate planning.
Amy Privette
Apr 16, 20162 min read
New Home...New Estate Plan
Buying a new home often follows a significant life change. That means it's a good time to review your existing estate plan!
Amy Privette
Mar 8, 20161 min read
Preserving the Family Story
"Legacy planning? I'm not a one-percenter. I don't have a legacy to leave." Actually you do!
Amy Privette
Jan 19, 20162 min read
Have you conducted an audit lately?
Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?
Amy Privette
Jan 12, 20162 min read
Plan For Your Life.
We work with families to prepare them for the twists and turns of life. Estate planning offers peace of mind, no matter what comes your way.
Amy Privette
Nov 19, 20151 min read
Young Adults Need Documents Too
Many parents mistakenly believe they maintain the right to make medical decisions for their child after age 18. Here is one parent's story.
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