Amy PrivetteJan 232 minMinor Matters: 10 Questions to Ask Yourself Before You Name a Guardian!Naming a guardian to take care of your children if you die before they are old enough to be on their own can be one of the most daunting...
Amy PrivetteJul 23, 20223 minDon't Forget to Put This on Your College-bound Teen's "To-do" List! Before your drop your child off at college, make sure to have these 4 key documents so you can continue to be a safety net for your child.
Amy PrivetteJul 6, 20222 minShow 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!
Amy PrivetteAug 3, 20183 minYa Got Trouble, Trouble with a Capital PWhat 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 PrivetteMay 1, 20181 minHaving a Will is not the Same Thing as Having an Estate PlanIf all you have is a Will, then you do not have an estate plan. You have a document. A Will can be an effective tool, but not by itself.
Amy PrivetteApr 10, 20182 minThe Case of the Unintended HeirIf beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.