Amy PrivetteMar 8, 20182 minWhy 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.
Amy PrivetteMar 2, 20183 min5 P's of Revocable Living Trusts - Part 2We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
Amy PrivetteFeb 23, 20182 minThe 5 P's of Revocable Living TrustsRevocable Living Trusts offer incredible benefits that a Will cannot match. I call these the 5 P's. This post tackles the first 2 P's.
Amy PrivetteFeb 23, 20176 minThe Good, the Bad, and The Ugly: 5 Options for Storing Your WillNow that you've done a Will, the question becomes where do I keep it so that it's safe but accessible at my death. Here are 5 option
Amy PrivetteFeb 6, 20172 minDon't Forget to Plan for Your PetsWhat will happen to your pets when you die? If you do not have an answer to this, then we need to talk about pet planning!