Trusts

Categories

Amy Privette

Oct 225 min read

All the Right Ingredients: A Recipe for Success!

By aligning the benefits of an LLC with the asset transfer perks of a trust, business owners can position the company for success.

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

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

May 4, 20223 min read

Why does the bank need a copy of my trust? SPOILER ALERT: It doesn't!

When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...

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

May 1, 20181 min read

Having a Will is not the Same Thing as Having an Estate Plan

If 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.