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Amy Privette

Dearly Beloved: The Six Heirs Who Would Benefit from a Protected Inheritance

Providing a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!

Amy Privette

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

Do these Genes Make Me Uninsurable?

Genetic testing can help reveal significant health issues, but does that put you at risk of insurance companies declining to insure you?

Amy Privette

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

Don't Let Your HSA Slip Away. Put in Play a Beneficiary Today!

Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.

Amy Privette

Planning for Your Digital Legacy

In this age of technology, a comprehensive estate plan is one that includes digital assets! Keep reading to learn why this is important.

Amy Privette

Handle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful Tips

Over 2.5 million deceased people fall victim to identity theft each year. Don't let your loved one become a statistic! Here's what to do:

Amy Privette

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.