You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not need to pay off. […]
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. As a result of […]
The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate planning is important for everyone regardless of wealth or family status because if you become incapacitated or pass away without an estate plan, you are leaving the distribution of your assets subject to state law – and the results may […]
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. The process begins with the maker of a trust […]
