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This week we will look at an example of a celebrity who appears to have made a number of wise decisions in her lifetime estate planning. In contrast to the […]
Alzheimer’s disease typically strikes adults age 65 and over. Cognitive decline currently affects 5.2 million Americans and 30 million individuals all over the world. The future is especially bleak, with […]
What is a reverse mortgage? Similar to a conventional mortgage (“Conventional Mortgage”), the borrower in a reverse mortgage (“Reverse Mortgage”) will continue to own the home. The lender does not […]
Yes, in that the state furnishes everyone with a plan to settle their affairs and distribute their assets when they die. That plan is called the laws of intestacy. However, […]
Will my beneficiaries owe taxes on the retirement accounts I pass down to them? Most retirement account, including so-called “traditional” IRAs and employer sponsored 401(k) accounts, are funded with the […]
Life is complicated, protecting your family shouldn’t be! Come to our free workshop and see how easy protecting your family can be. This presentation will review the 7 major threats to your […]
The Consequences of Life Estates A life estate is a form of ownership in which property owners transfer ownership in their property, most commonly their home, while retaining the right […]
Preserving Wealth Over Generations Several common sayings refer to the phenomenon of losing inherited wealth. One is “shirtsleeves to shirtsleeves in three generations.” Another is “the first generation makes it, […]