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 PrivetteMay 5, 20223 minWhy does the bank need a copy of my trust? SPOILER ALERT: It doesn't!When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...
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 PrivetteMay 1, 20181 minHaving a Will is not the Same Thing as Having an Estate PlanIf all you have is a Will, then you do not have an estate plan. You have a document. A Will can be an effective tool, but not by itself.
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!