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...
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Amy Privette
Jul 23, 20223 min read
Don't Forget to Put This on Your College-bound Teen's "To-do" List!
Before your drop your child off at college, make sure to have these 4 key documents so you can continue to be a safety net for your child.
Amy Privette
Jul 6, 20222 min read
Show and Tell Isn't Just for Kindergarteners!
If you are the Executor of an estate or Trustee of a trust, don't go it alone. Trust & estate administration is not for the faint of heart!
Amy Privette
Aug 3, 20183 min read
Ya Got Trouble, Trouble with a Capital P
What does one of the most popular songs from the classic musical, The Music Man, have to do with Estate Planning? Read on to find out!
Amy Privette
May 1, 20181 min read
Having a Will is not the Same Thing as Having an Estate Plan
If all you have is a Will, then you do not have an estate plan. You have a document. A Will can be an effective tool, but not by itself.
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
Mar 23, 20181 min read
I don't have a will. So what?
Instead of telling you that you need an estate plan. I'm going to show you what happens if you die without one in North Carolina.
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