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Underused Resources You Should Know About as the Executor or Trustee!
Are you the Executor or Trustee of a loved one's trust or estate? Those are all big titles that come with big responsibilities -- such as...
Amy Privette
Nov 5, 20232 min read


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
Sep 25, 20234 min read


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!
Amy Privette
Sep 7, 20232 min read


Deja vu? No! It's SECURE Act #2.
Re-evaluating traditional estate planning techniques in light of SECURE Act 2.0
Amy Privette
Aug 30, 20234 min read


Do these Genes Make Me Uninsurable?
Genetic testing can help reveal significant health issues, but does that put you at risk of insurance companies declining to insure you?
Amy Privette
Aug 30, 20233 min read


Estate Planning: Your Shelter in the Storm
Hurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.
Amy Privette
Jul 26, 20232 min read
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