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Community Resource: Wildlife & Outdoor Recreation Foundation's Land Trust Initiative
Interested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!
Amy Privette
Sep 7, 20232 min read


10 Questions to Consider When You Inherit Real Estate
Real estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.
Amy Privette
Mar 28, 20232 min read


Decoding the Right of Occupancy: a planning tool for matters of the heart & home
Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy Privette
Jun 8, 20224 min read


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!
Amy Privette
May 19, 20224 min read


Why does the bank need a copy of my trust? SPOILER ALERT: It doesn't!
When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...
Amy Privette
May 5, 20223 min read


No Good Deed Goes Unpunished
There'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 Privette
Mar 8, 20195 min read


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!
Amy Privette
Apr 24, 20181 min read


Top 6 Reasons to Update Your Estate Plan
Estate plans are a lot like cars—they need to be maintained in order to work effectively. Here are six reasons to update your existing plan.
Amy Privette
Feb 1, 20171 min read
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