Amy PrivetteApr 10, 20182 min readThe Case of the Unintended HeirIf beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.
Amy PrivetteDec 21, 20161 min readEstate 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 PrivetteNov 22, 20161 min readLife Insurance Locator ServicesThere are tools you can use to determine if your deceased loved one had a life insurance policy or annuity that needs to be collected.