Amy PrivetteJul 26, 20232 min readEstate Planning: Your Shelter in the StormHurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.
Amy PrivetteFeb 1, 20233 min readService Highlight: Plan AuditAlready have a plan but not sure if it passes muster? Recently moved to NC & wondering if your plan is still good? You need a Plan Audit!
Amy PrivetteJan 19, 20162 min readHave you conducted an audit lately?Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?