Amy PrivetteJul 12, 20222 minHelp Them Help You: Create a Road Map for Your FamilyCreate a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
Amy PrivetteJun 21, 20227 minBirds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate PlanParents often want to avoid talking with their kids about estate planning, but it's a much-needed conversation. Here's how to have the talk.
Amy PrivetteJun 16, 20222 minService Highlight: Family Round TableSome lawyers view estate planning as a transactional practice. When the estate plan is finished, so is the lawyer's work with the client....
Amy PrivetteJun 8, 20224 minDecoding the Right of Occupancy: a planning tool for matters of the heart & homeIncluding a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy PrivetteJun 1, 20222 minWho will "stand by" you? It matters to your minors.Make sure you name a standby guardian for your minor children should you become temporarily unable to take care of them!
Amy PrivetteMay 11, 20223 minIs your Health Care Power of Attorney missing this key component?It's not enough for your HCPOA to grant medical decision-making authority. It also needs to include this key component!