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.
top of page
If you are interested in scheduling an appointment, use our online scheduler to see available dates and times. You can also call our office at (919) 678-5761.
Categories
Search
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
Mar 8, 20182 min read
Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
Amy Privette
Mar 2, 20183 min read
5 P's of Revocable Living Trusts - Part 2
We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
Amy Privette
Feb 23, 20182 min read
The 5 P's of Revocable Living Trusts
Revocable 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 Privette
Feb 23, 20176 min read
The Good, the Bad, and The Ugly: 5 Options for Storing Your Will
Now that you've done a Will, the question becomes where do I keep it so that it's safe but accessible at my death. Here are 5 option
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.
Tags
bottom of page