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.
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Amy Privette
Mar 8, 20195 min read
No Good Deed Goes Unpunished
There's a very narrow set of facts where adding your child to a home deed makes sense. There are many more reasons why you shouldn't do it!
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
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.
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
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?
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