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.
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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
Jul 6, 20222 min read
Show and Tell Isn't Just for Kindergarteners!
If you are the Executor of an estate or Trustee of a trust, don't go it alone. Trust & estate administration is not for the faint of heart!
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
Feb 21, 20192 min read
February is Responsible Pet Owner Month
February is Responsible Pet Owner Month. A Responsible Pet Owner is one whose estate plan includes plans for his or her pets.
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
Apr 24, 20181 min read
Benefit of Holding Real Estate in a Trust
If you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!
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