Privette Legacy Planning

How to Prepare for College, the Estate Planning Way

Once children turn age 18, they are adults in the eyes of the law, which means they need their own legal documents!

The 4 C's of Meeting with Older Clients

Question: Why won't the estate planning attorney let me in the room when she's meeting with my parent? Answer: the 4 C's!

No Good Deed Goes Unpunished

Please explain to me why folks think adding their child's name on to their house deed is a good idea. This is in fact a terrible idea wi

Client Story: How Did I Get Here?

Every client who comes to Privette Legacy Planning for help has a story. This is Sara's story - "How Did I Get Here?"

February is Responsible Pet Owner Month

Responsible Pet Owner Month was created to remind us about the importance of properly caring for our companion animals. As an estate plannin

Tip Tuesday: We go together Like...

Sing it with me now --- We go together like rama lama lama ka dinga da dinga dong (thank you Grease!) You know what else goes together?

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!

It's Okay to Shop Around

My mama told me, you better shop around Ooh yeah, a-try to get yourself a bargain son Don't be sold on the very first one ~The...

Tip Tuesday: Having a Will is not the same thing as having a Plan

If all you have is a Will, then you do not have a plan. You have a singular document. A Will can be an effective tool, but not by itself.

Tip Tuesday: Property Ownership

If you own properties in multiple states, the Executor of your estate will have to open a probate file in each and every state where you own

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How to Prepare for College, the Estate Planning Way

The 4 C's of Meeting with Older Clients

No Good Deed Goes Unpunished

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