Lessons in Loss: Unintended Consequences
This is one family's story of the very real, albeit unintended, consequences that resulted from a young person's failure to plan.
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Amy Privette
Jul 23, 20223 min read
Don'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 Privette
Jul 12, 20222 min read
Help Them Help You: Create a Road Map for Your Family
Create a road map to help your family handle your affairs, manage finances, and make decisions on your behalf if something happens to you.
Amy Privette
Jun 21, 20227 min read
Birds & Bees and Money Doesn't Grow on Trees: How to Talk to Your Kids about Your Estate Plan
Parents often want to avoid talking with their kids about estate planning, but it's a much-needed conversation. Here's how to have the talk.
Amy Privette
Jun 16, 20222 min read
Service Highlight: Family Round Table
Some lawyers view estate planning as a transactional practice. When the estate plan is finished, so is the lawyer's work with the client....
Amy Privette
Jun 8, 20224 min read
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
Jun 1, 20222 min read
Who will "stand by" you? It matters to your minors.
Make sure you name a standby guardian for your minor children should you become temporarily unable to take care of them!
Amy Privette
May 11, 20223 min read
Is your Health Care Power of Attorney missing this key component?
It's not enough for your HCPOA to grant medical decision-making authority. It also needs to include this key component!
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