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!
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Amy Privette
Sep 7, 20232 min read
Community Resource: Wildlife & Outdoor Recreation Foundation's Land Trust Initiative
Interested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!
Amy Privette
Aug 30, 20233 min read
Do these Genes Make Me Uninsurable?
Genetic testing can help reveal significant health issues, but does that put you at risk of insurance companies declining to insure you?
Amy Privette
Mar 28, 20232 min read
10 Questions to Consider When You Inherit Real Estate
Real estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.
Amy Privette
Nov 11, 20223 min read
Don't Let Your HSA Slip Away. Put in Play a Beneficiary Today!
Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.
Amy Privette
Oct 20, 20223 min read
Planning for Your Digital Legacy
In this age of technology, a comprehensive estate plan is one that includes digital assets! Keep reading to learn why this is important.
Amy Privette
Sep 8, 20222 min read
Handle With Care: How to Properly Dispose of a Deceased Loved One's Passport and Other Helpful Tips
Over 2.5 million deceased people fall victim to identity theft each year. Don't let your loved one become a statistic! Here's what to do:
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.
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