Privette Legacy Planning

Privette Legacy Planning Creating a personalized, effective plan for your family is our mission. Our job is to help you share that legacy with those you love. Old or young.

There are many different types of legacies that we can leave behind for our families, friends, and loved ones: a financial legacy, a spiritual legacy, a moral legacy, an educational legacy, a legacy of heritage and culture, and many others. Single or married. Kids or no kids. No matter the size of the family or the portfolio, everyone should have an estate plan in place for their life. We want to

help you leave a legacy for the next generation and beyond. Most attorneys focus only on the financial legacy (that is, the estate). We are not so limited. Yes, we work with each of our clients to create a customized estate plan that protects their assets, but that only scratches the surface of what we do. We sincerely want to learn about your family, about the people and things that matter most to you, so that we can effectively advise you on setting up an estate plan that will endure beyond your lifetime and ensure that your loved ones are protected. In addition, contrary to popular belief, the worst thing to happen to you is not your death. Rather, the worst thing is to be suddenly incapacitated and incapable of making decisions for yourself. This is why it is vital to work with an estate planning attorney to put a comprehensive plan in place now - while you are capable of expressing your wants and wishes! Visit our website or give us a call to learn more about the vast array of services we offer. No posts on this page should act as legal advice. For legal advice pertaining to your case or situation please call to speak with our staff.

The forecast: ☀️ Hot.Your estate plan: 🍃 A breezeThe heat index may be climbing, but with an estate plan in place, it's ...
06/18/2026

The forecast: ☀️ Hot.
Your estate plan: 🍃 A breeze

The heat index may be climbing, but with an estate plan in place, it's no sweat.

If your kids are out of school for the summer, then chances are their room looks a whole lot like this. Chances are that...
06/17/2026

If your kids are out of school for the summer, then chances are their room looks a whole lot like this. Chances are that you've grumbled about it and maybe even argued with your child about it. You may already be asking yourself "when does school start again?"

If you feel that way about cleaning up your kid's mess, how do you think he'll feel having to clean up yours because you didn't take the time to do an estate plan?

Whether your kids are 15 or 50, love them enough to plan.

Don't leave it for your kids to have to figure out.

I'll be travelling next week with my nephew, who just graduated from high school yesterday. ✈️If you've got travel plans...
06/16/2026

I'll be travelling next week with my nephew, who just graduated from high school yesterday. ✈️

If you've got travel plans this summer, it's a good idea to make sure your estate plan is up to date.

Scroll through for important things to double-check before you leave.

Today, I am not Attorney Amy.I am Aunt Amy. And I am a mess.How did we get here so fast? I am not prepared for this kid ...
06/15/2026

Today, I am not Attorney Amy.
I am Aunt Amy. And I am a mess.

How did we get here so fast?
I am not prepared for this kid to launch into the world.

Lord, help me.
😭😭

06/12/2026

Your estate plan shouldn’t be a “set it and forget it” document.

Life changes—marriage, divorce, the birth of a child, a new home, retirement, or the loss of a loved one—can all impact whether your estate plan still reflects your wishes.

Regularly reviewing and updating your estate planning documents helps ensure the right people are making decisions on your behalf, your assets are distributed according to your intentions, and your loved ones are protected when it matters most.

If it’s been several years since you reviewed your estate plan—or if you’ve experienced a major life event—it may be time for an update.

One of the biggest misconceptions about estate planning is that it's only for married couples or parents.The reality? If...
06/11/2026

One of the biggest misconceptions about estate planning is that it's only for married couples or parents.

The reality? If you're single, having an estate plan may be even more important because there is no default person to step in and make decisions on your behalf.

Consider these questions:

✔️ Who would make healthcare decisions if you were unable to communicate?
✔️ Who would manage your finances during a period of incapacity?
✔️ Who would inherit your assets?
✔️ Are there specific people, charities, or causes you'd like to support?
✔️ Have you documented your wishes clearly and legally?

Without proper planning, state law—not you—may determine who handles important decisions and who receives your assets.

Estate planning is about maintaining control, protecting your interests, and ensuring your wishes are honored, regardless of your marital status.

Whether you're building your career, enjoying retirement, or simply planning ahead, an estate plan is a valuable part of your overall life strategy.

✨ Being single doesn't mean planning for one—it means planning with intention.

Do you need to worry about estate taxes? Probably not.The federal estate tax rate is 40%, which sounds scary. But the tr...
06/10/2026

Do you need to worry about estate taxes? Probably not.

The federal estate tax rate is 40%, which sounds scary. But the truth is, federal estate taxes are a problem for very few Americans. In 2026, a person can pass approximately $15 million free of federal estate tax. A married couple can generally pass about $30 million with proper planning.

Suppose a married couple owns:

A house worth $750,000
Retirement accounts worth $1,000,000
Savings and investments worth $200,000
Cars and personal property worth $50,000
Life insurance worth $500,000

Total estate: $2.5 million

Most people would consider that family financially successful. Yet from a federal estate tax perspective, they're nowhere close to having a problem.

Historically, less than 1% of deaths results in a federal estate tax bill, yet 100% of families can benefit from proper estate planning. That's why estate planning attorneys spend far more time talking about wills, powers of attorney, beneficiary designations, healthcare directives, and guardians for kids than tax issues.

Also, North Carolina does not have an estate tax.

Your child turns 18 and overnight, you lose the legal authority you’ve had since their birth.That means no guaranteed ac...
06/09/2026

Your child turns 18 and overnight, you lose the legal authority you’ve had since their birth.

That means no guaranteed access to medical updates if they’re hospitalized.
No ability to step in on financial accounts.
No automatic right to speak to doctors, schools, or banks. Even if you’re the parent.

It only takes one moment—an accident, an emergency, a crisis at college—for that gap to become very real, very fast.

And most families don’t realize it until they’re already standing outside the system trying to get in.

What would you do if you were shut out when it mattered most?

Don't let it come to that!
Ask us about our College Core Four plan.
Now is the time to get the right legal protections in place for you and your child.

Blended families often bring unique dynamics—and unique estate planning considerations.Many parents want to provide for ...
06/08/2026

Blended families often bring unique dynamics—and unique estate planning considerations.

Many parents want to provide for a current spouse while also ensuring children from a prior relationship are protected. Without a thoughtful plan, those goals can unintentionally conflict.

Some important questions to consider:

✔️ How will assets be distributed between your spouse and children?
✔️ Have beneficiary designations been reviewed since remarriage?
✔️ Are your wishes clearly documented to help reduce future family disputes?
✔️ Do guardianship provisions respect the stepparent's role in your child's life?

A well-designed estate plan can help protect relationships, encourage thoughtful conversation, and ensure your intentions are respected.

For blended families, estate planning isn't just about transferring assets—it's about addressing the needs of the people you care about most and helping prevent unintended consequences.

💡 A clear plan today can help provide peace of mind for everyone tomorrow.

Address

1400 Crescent Green Ste G-100
Cary, NC
27518

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+19196785761

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