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!
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 PrivetteApr 29, 20225 minPlanning for Life's CurveballsFour Key Lessons Learned From My Bout with COVID-19 We all learned quite quickly in March 2020 that curveballs aren't just found on the...
Amy PrivetteApr 18, 20223 minPrepare Now for a Harvest LaterEstate planning is like farming. There's no harvest without labor & preparation. Invest time now so your family reaps the benefit later.
Amy PrivetteJul 26, 20192 minHow to Prepare for College, the Estate Planning WayOnce your kids turn 18, they are adults in the eyes of the law and need their own legal documents. Take steps to secure your child's future!
Amy PrivetteMar 15, 20192 minThe 4 C's of Meeting with Older ClientsQuestion: Why won't the estate planning attorney let me in the room when she's meeting with my parent? Answer: the 4 C's!