Handle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful Tips
Over 2.5 million deceased people fall victim to identity theft each year. Don't let your loved one become a statistic! Here's what to do:
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Amy Privette
- Jul 12, 2022
- 2 min
Help Them Help You: Create a Road Map for Your Family
Create a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
Amy Privette
- Jul 6, 2022
- 2 min
Show and Tell Isn't Just for Kindergarteners!
If you are the Executor of an estate or Trustee of a trust, don't go it alone. Trust & estate administration is not for the faint of heart!
Amy Privette
- May 19, 2022
- 4 min
How to Prevent a Good Sale from Going Bad!
If you are selling real estate after a loved one's death, you cannot afford to miss this timing rule!
Sara Krueger
- Mar 4, 2019
- 3 min
Lessons in Loss: How Did I Get Here?
Every client who comes to Privette Legacy Planning for help has a story. This is Sara's story - "How Did I Get Here?"
Amy Privette
- Oct 16, 2018
- 1 min
We Go Together Like...
If you disinherit your spouse pursuant to a Prenuptial Agreement, please make sure the Agreement can be located after your death!
Amy Privette
- Aug 3, 2018
- 3 min
Ya Got Trouble, Trouble with a Capital P
What does one of the most popular songs from the classic musical, The Music Man, have to do with Estate Planning? Read on to find out!
Amy Privette
- Apr 24, 2018
- 1 min
Benefit of Holding Real Estate in a Trust
If you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!
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