Using AI for Your Estate Plan: "Write" or Wrong?
AI is rapidly becoming a "go to" resource in all facets of life. But, should it be used to create to your estate plan?
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Amy Privette
Apr 13 min read
Minor Matters: Survivor Benefits for Your Child
When planning for your child's future, naming a guardian isn't the only thing you need to consider!
Amy Privette
Feb 262 min read
How to Make Sure Your Medical Wishes Are Known and Honored!
What good does it do to have medical directives in place if no one knows about it? How can you make sure your choices will be honored?
Amy Privette
Feb 162 min read
How Much of Your Money is Safe?
The FDIC was formed to reassure Americans that money deposited in U.S. banks was safe. Still, it's critical to understand there are limits!
Amy Privette
Jan 232 min read
Minor Matters: 10 Questions to Ask Yourself Before You Name a Guardian!
Naming a guardian to take care of your children if you die before they are old enough to be on their own can be one of the most daunting...
Amy Privette
Jan 92 min read
Community Connection: Wake County Resources List & Well Check Program for Seniors
Did you know that Wake County has one of the fastest growing senior populations in the state? Because older populations often face some...
Amy Privette
Dec 15, 20234 min read
Got Unused Money in a 529 Account? We've Got Ideas.
Year after year, you dutifully stashed away money in a 529 account for your child only for her not to pursue college. What do you do now?
Amy Privette
Nov 5, 20232 min read
Underused Resources You Should Know About as the Executor or Trustee!
Are you the Executor or Trustee of a loved one's trust or estate? Those are all big titles that come with big responsibilities -- such as...
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