Got Unused Money in a 529 Account? We've Got Ideas.
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?
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Amy Privette
Apr 24, 20235 min
How to Secure the Inheritance of Your Retirement Plans Under the SECURE Act
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...
Amy Privette
Nov 11, 20223 min
Don't Let Your HSA Slip Away. Put in Play a Beneficiary Today!
Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.
Amy Privette
Aug 3, 20222 min
Service Highlight: Beneficiary Alignment
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....
Amy Privette
Apr 10, 20182 min
The Case of the Unintended Heir
If beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.
Amy Privette
Dec 21, 20161 min
Estate Planning Considerations For Divorced or Separated Individuals
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.
Amy Privette
Nov 22, 20161 min
Life Insurance Locator Services
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.
Amy Privette
Jan 19, 20162 min
Have you conducted an audit lately?
Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?
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