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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 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
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!
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
Apr 29, 20225 min read
Planning for Life's Curveballs
Four Key Lessons Learned From My Bout with COVID-19 We all learned quite quickly in March 2020 that curveballs aren't just found on the...
Amy Privette
Apr 18, 20223 min read
Prepare Now for a Harvest Later
Estate planning is like farming.
There's no harvest without labor & preparation. Invest time now so your family reaps the benefit later.
Amy Privette
Jul 26, 20192 min read
How to Prepare for College, the Estate Planning Way
Once your kids turn 18, they are adults in the eyes of the law and need their own legal documents. Take steps to secure your child's future!
Amy Privette
Mar 15, 20192 min read
The 4 C's of Meeting with Older Clients
Question: Why won't the estate planning attorney let me in the room when she's meeting with my parent?
Answer: the 4 C's!
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