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Amy Privette
Jul 12, 20222 min read
Help Them Help You: Create a Road Map for Your Family
Create a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
Amy Privette
Jun 28, 20222 min read
Community Resource: How to request a birth, marriage, or death certificate from Wake County
Need a certified copy of a birth, marriage, or death certificate in Wake County? Here's what to do!
Amy Privette
Jun 21, 20227 min read
Birds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate Plan
Parents often want to avoid talking with their kids about estate planning, but it's a much-needed conversation. Here's how to have the talk.
Amy Privette
Jun 8, 20224 min read
Decoding the Right of Occupancy: a planning tool for matters of the heart & home
Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy Privette
May 4, 20223 min read
Why does the bank need a copy of my trust? SPOILER ALERT: It doesn't!
When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...
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
Oct 16, 20181 min read
We Go Together Like...
If you disinherit your spouse pursuant to a Prenuptial Agreement, please make sure the Agreement can be located after your death!
Amy Privette
Jul 27, 20182 min read
It's Okay to Shop Around
Clients should only pursue estate planning with an attorney in whom they have trust and confidence. So, it's okay to shop around!
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