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Amy Privette
Apr 1, 20243 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
Jan 23, 20242 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
Aug 21, 20222 min read
Minor Matters: Addressing the Inheritance Rights of the Unborn
With the use of Assisted Reproductive Technology, children can be born after a parent's death. What does that mean for inheritance laws?


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
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 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!
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