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!
Amy PrivetteJul 27, 20182 minIt's Okay to Shop AroundClients should only pursue estate planning with an attorney in whom they have trust and confidence. So, it's okay to shop around!
Amy PrivetteApr 11, 20173 minHaving a "Jerry Maguire" moment...If you are reading this blog post, then chances are you are old enough to remember Jerry Maguire. You know, the movie that launched Renee Ze
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 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.
