Amy PrivetteJul 26, 20223 minLessons in Loss: Unintended Consequences This is one family's story of the very real, albeit unintended, consequences that resulted from a young person's failure to plan.
Amy PrivetteMar 8, 20195 minNo Good Deed Goes UnpunishedThere's a very narrow set of facts where adding your child to a home deed makes sense. There are many more reasons why you shouldn't do it!
Amy PrivetteApr 17, 20181 minEstate Planning ArithmeticThe concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy PrivetteApr 10, 20182 minThe Case of the Unintended HeirIf beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.