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.
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Amy Privette
- Jun 1, 2022
- 2 min
Who 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 Privette
- May 11, 2022
- 3 min
Is 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 Privette
- Apr 29, 2022
- 5 min
Planning for Life's Curveballs
Four 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 Privette
- Mar 15, 2019
- 2 min
The 4 C's of Meeting with Older Clients
Question: 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 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
- Jan 12, 2016
- 2 min
Plan 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.
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