Amy PrivetteMar 282 min10 Questions to Consider When You Inherit Real EstateReal 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 PrivetteJun 8, 20224 minDecoding the Right of Occupancy: a planning tool for matters of the heart & homeIncluding a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy PrivetteMay 19, 20224 minHow 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 PrivetteMay 5, 20223 minWhy 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 PrivetteMar 8, 20195 minNo Good Deed Goes UnpunishedThere'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 PrivetteApr 24, 20181 minBenefit of Holding Real Estate in a TrustIf 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 PrivetteApr 16, 20162 minNew Home...New Estate PlanBuying a new home often follows a significant life change. That means it's a good time to review your existing estate plan!