Amy PrivetteApr 16, 20162 minNew Home...New Estate PlanBuying a new home often follows a significant life change. That means it's a good time to review your existing estate plan!
Amy PrivetteMar 8, 20161 minPreserving the Family Story"Legacy planning? I'm not a one-percenter. I don't have a legacy to leave." Actually you do!
Amy PrivetteJan 19, 20162 minHave you conducted an audit lately?Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?
Amy PrivetteJan 12, 20162 minPlan For Your Life.We work with families to prepare them for the twists and turns of life. Estate planning offers peace of mind, no matter what comes your way.
Amy PrivetteNov 19, 20151 minYoung Adults Need Documents TooMany parents mistakenly believe they maintain the right to make medical decisions for their child after age 18. Here is one parent's story.