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Amy Privette
Mar 8, 20182 min read
Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.


Amy Privette
Mar 2, 20183 min read
5 P's of Revocable Living Trusts - Part 2
We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.


Amy Privette
Feb 23, 20182 min read
The 5 P's of Revocable Living Trusts
Revocable Living Trusts offer incredible benefits that a Will cannot match. I call these the 5 P's. This post tackles the first 2 P's.


Amy Privette
Feb 23, 20176 min read
The Good, the Bad, and The Ugly: 5 Options for Storing Your Will
Now that you've done a Will, the question becomes where do I keep it so that it's safe but accessible at my death. Here are 5 option


Amy Privette
Feb 6, 20172 min read
Don't Forget to Plan for Your Pets
What will happen to your pets when you die? If you do not have an answer to this, then we need to talk about pet planning!


Amy Privette
Jan 12, 20162 min read
Plan For Your Life.
We work with families to prepare them for the twists and turns of life. Estate planning offers peace of mind, no matter what comes your way.
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