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Amy Privette

Don't Let Your HSA Slip Away. Put in Play a Beneficiary Today!

Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.

Amy Privette

Handle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful Tips

Over 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 Privette

Transparency is Not Just a Business Buzz Word. It's the Law under the Corporate Transparency Act!

Heads up, business owners! The Corporate Transparency Act imposes new reporting requirements affecting small business. Here's the latest:

Amy Privette

Service Highlight: Beneficiary Alignment

At Privette Legacy Planning, we offer a suite of services to help you stay connected and engaged with us, even after your plan is done....

Amy Privette

Help Them Help You: Create a Road Map for Your Family

Create a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.

Amy Privette

Birds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate Plan

Parents 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 Privette

Who 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 Privette

Is 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!