Can I Benefit from a Reverse Mortgage?
It seems that we can’t turn on the television or radio without hearing an ad for a “reverse mortgage.” So what is a reverse mortgage exactly, and who can benefit from using one? A reverse mortgage is a type of loan taken out against your home. With a reverse mortgage (as
A Duty Checklist for Trustees of a Trust
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and you no doubt want to do the best possible job. Here are 10 things to do when you are appointed trustee of a trust: 1. Read the
6 Tax Questions to Ask Before Year-End
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
Special Needs Trust: Protection for Those Who Need It the Most
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
7 Good Reasons You Need an Estate Plan – Even If You Only Have $500 in the Bank
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
How to Ensure Your Life Insurance Benefits Go to Your Heirs
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
5 Steps to Fix Your Battered Retirement Plan
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
How to Avoid Family Conflict When Making an Estate Plan
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition