Amy PrivetteJul 26, 20192 min readHow to Prepare for College, the Estate Planning WayOnce your kids turn 18, they are adults in the eyes of the law and need their own legal documents. Take steps to secure your child's future!
Amy PrivetteApr 17, 20181 min readEstate Planning ArithmeticThe concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy PrivetteApr 3, 20182 min readSo 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 PrivetteMar 2, 20183 min read5 P's of Revocable Living Trusts - Part 2We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
Amy PrivetteFeb 23, 20182 min readThe 5 P's of Revocable Living TrustsRevocable 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 PrivetteFeb 1, 20171 min readTop 6 Reasons to Update Your Estate PlanEstate 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.
Amy PrivetteJan 18, 20171 min readComfort Zone CampComfort 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 PrivetteNov 19, 20151 min readYoung Adults Need Documents TooMany parents mistakenly believe they maintain the right to make medical decisions for their child after age 18. Here is one parent's story.