Show and Tell Isn't Just for Kindergarteners!
If you are the Executor of an estate or Trustee of a trust, don't go it alone. Trust & estate administration is not for the faint of heart!
top of page
Categories
Search
Amy Privette
- Jun 8, 2022
- 4 min
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
- May 5, 2022
- 3 min
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
- Feb 21, 2019
- 2 min
February is Responsible Pet Owner Month
February is Responsible Pet Owner Month. A Responsible Pet Owner is one whose estate plan includes plans for his or her pets.
Amy Privette
- Aug 3, 2018
- 3 min
Ya Got Trouble, Trouble with a Capital P
What does one of the most popular songs from the classic musical, The Music Man, have to do with Estate Planning? Read on to find out!
Amy Privette
- Apr 24, 2018
- 1 min
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 17, 2018
- 1 min
Estate Planning Arithmetic
The concept behind today's post is really simple -- if you have a change in relationships, you need to change your estate plan.
Amy Privette
- Mar 8, 2018
- 2 min
Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
Tags
bottom of page