How to Make Sure Your Medical Wishes Are Known and Honored!
What good does it do to have medical directives in place if no one knows about it? How can you make sure your choices will be honored?
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Amy Privette
Jan 232 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
Jul 26, 20232 min read
Estate Planning: Your Shelter in the Storm
Hurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.
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
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.
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