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.
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Amy Privette
- Aug 3, 2022
- 2 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, 2018
- 2 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, 2016
- 1 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, 2016
- 1 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, 2016
- 2 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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