Amy PrivetteSep 7, 20232 minCommunity Resource: Wildlife & Outdoor Recreation Foundation's Land Trust InitiativeInterested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!
Amy PrivetteMar 28, 20232 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 PrivetteFeb 1, 20171 minTop 6 Reasons to Update Your Estate PlanEstate 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.