Year after year, you dutifully stashed away money in a 529 account for your child only for her not to pursue college. What do you do now?

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...

Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.

At Privette Legacy Planning, we offer a suite of services to help you stay connected and engaged with us, even after your plan is done....

If beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.

When going through a divorce, it is important to update your estate plan to remove your ex. This video presents the dangers of not doing so.

There are tools you can use to determine if your deceased loved one had a life insurance policy or annuity that needs to be collected.

Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?