Decoding the Right of Occupancy: a planning tool for matters of the heart & home
Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
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Amy Privette
- May 5, 2022
- 3 min
Why 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 Privette
- Aug 3, 2018
- 3 min
Ya Got Trouble, Trouble with a Capital P
What 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 Privette
- May 1, 2018
- 1 min
Having a Will is not the Same Thing as Having an Estate Plan
If 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 Privette
- Apr 24, 2018
- 1 min
Benefit of Holding Real Estate in a Trust
If 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 Privette
- Mar 8, 2018
- 2 min
Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
Amy Privette
- Mar 2, 2018
- 3 min
5 P's of Revocable Living Trusts - Part 2
We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
Amy Privette
- Feb 23, 2018
- 2 min
The 5 P's of Revocable Living Trusts
Revocable Living Trusts offer incredible benefits that a Will cannot match. I call these the 5 P's. This post tackles the first 2 P's.
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