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.
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Amy Privette
Sep 8, 20222 min read
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
Jul 6, 20222 min read
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!
Amy Privette
May 19, 20224 min read
How 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 Privette
Mar 4, 20193 min read
Lessons in Loss: How Did I Get Here?
Every client who comes to Privette Legacy Planning for help has a story. This is Sara's story - "How Did I Get Here?"
Amy Privette
Aug 3, 20183 min read
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, 20181 min read
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
Nov 22, 20161 min read
Life Insurance Locator Services
There are tools you can use to determine if your deceased loved one had a life insurance policy or annuity that needs to be collected.
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