Month: February 2019
February 25, 2019
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all heard stories…
February 19, 2019
The More You Know: Reverse Mortgages & Estate Planning
You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet….
February 8, 2019
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from…
February 4, 2019
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…
