Amy PrivetteMar 28, 20232 min10 Questions to Consider When You Inherit Real EstateReal estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.
Amy PrivetteSep 8, 20222 minHandle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful TipsOver 2.5 million deceased people fall victim to identity theft each year. Don't let your loved one become a statistic! Here's what to do:
Amy PrivetteJul 6, 20222 minShow 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 PrivetteMay 19, 20224 minHow to Prevent a Good Sale from Going Bad!If you are selling real estate after a loved one's death, you cannot afford to miss this timing rule!
Amy PrivetteMar 4, 20193 minLessons in Loss: 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?"
Amy PrivetteAug 3, 20183 minYa Got Trouble, Trouble with a Capital PWhat 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 PrivetteApr 24, 20181 minBenefit of Holding Real Estate in a TrustIf you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!
Amy PrivetteNov 22, 20161 minLife Insurance Locator ServicesThere are tools you can use to determine if your deceased loved one had a life insurance policy or annuity that needs to be collected.