Amy PrivetteJan 19, 20162 min readHave you conducted an audit lately?Life happens - children are born, marriages dissolve, relationships change, loved ones die. Have you audited your beneficiary designations?
Amy PrivetteJan 12, 20162 min readPlan For Your Life.We work with families to prepare them for the twists and turns of life. Estate planning offers peace of mind, no matter what comes your way.
Amy PrivetteNov 19, 20151 min readYoung Adults Need Documents TooMany parents mistakenly believe they maintain the right to make medical decisions for their child after age 18. Here is one parent's story.