Amy PrivetteJul 12, 20222 minHelp Them Help You: Create a Road Map for Your FamilyCreate a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
Amy PrivetteJun 1, 20222 minWho will "stand by" you? It matters to your minors.Make sure you name a standby guardian for your minor children should you become temporarily unable to take care of them!
Amy PrivetteMay 11, 20223 minIs your Health Care Power of Attorney missing this key component?It's not enough for your HCPOA to grant medical decision-making authority. It also needs to include this key component!
Amy PrivetteApr 29, 20225 minPlanning for Life's CurveballsFour Key Lessons Learned From My Bout with COVID-19 We all learned quite quickly in March 2020 that curveballs aren't just found on the...
Amy PrivetteMar 15, 20192 minThe 4 C's of Meeting with Older ClientsQuestion: Why won't the estate planning attorney let me in the room when she's meeting with my parent? Answer: the 4 C's!
Amy PrivetteDec 21, 20161 minEstate Planning Considerations For Divorced or Separated IndividualsWhen 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 PrivetteJan 12, 20162 minPlan For Your Life.We work with families to prepare them for the twists and turns of life. Estate planning offers peace of mind, no matter what comes your way.