Estate Planning

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Amy Privette

Using AI for Your Estate Plan: "Write" or Wrong?

AI is rapidly becoming a "go to" resource in all facets of life. But, should it be used to create to your estate plan?

Amy Privette

The Benefits of Funding your Trust with your LLC

Those who own an interest in a LLC need to make sure their estate plan addresses this asset, and a trust may be a great way to handle it.

Amy Privette

Minor Matters: Survivor Benefits for Your Child

When planning for your child's future, naming a guardian isn't the only thing you need to consider!

Amy Privette

How to Make Sure Your Medical Wishes Are Known and Honored!

What good does it do to have medical directives in place if no one knows about it? How can you make sure your choices will be honored?

Amy Privette

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...

Amy Privette

Got Unused Money in a 529 Account? We've Got Ideas.

Year after year, you dutifully stashed away money in a 529 account for your child only for her not to pursue college. What do you do now?

Amy Privette

Dearly Beloved: The Six Heirs Who Would Benefit from a Protected Inheritance

Providing a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!

Amy Privette

Community Resource: Wildlife & Outdoor Recreation Foundation's Land Trust Initiative

Interested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!

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.