Using AI for Your Estate Plan: "Write" or Wrong?
AI is rapidly becoming a "go to" resource in all facets of life. But, should it be used to create to your estate plan?
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Amy Privette
Jun 135 min read
The Benefits of Funding your Trust with your LLC
Those who own an interest in a LLC need to make sure their estate plan addresses this asset, and a trust may be a great way to handle it.
Amy Privette
Apr 13 min read
Minor Matters: Survivor Benefits for Your Child
When planning for your child's future, naming a guardian isn't the only thing you need to consider!
Amy Privette
Feb 262 min read
How to Make Sure Your Medical Wishes Are Known and Honored!
What good does it do to have medical directives in place if no one knows about it? How can you make sure your choices will be honored?
Amy Privette
Jan 232 min read
Minor 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 Privette
Dec 15, 20234 min read
Got Unused Money in a 529 Account? We've Got Ideas.
Year after year, you dutifully stashed away money in a 529 account for your child only for her not to pursue college. What do you do now?
Amy Privette
Sep 25, 20234 min read
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
Sep 7, 20232 min read
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!
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