18 03, 2018

Estate Planning is for the Living – Asset Management for Every Circumstance

2018-03-25T15:48:58-04:00March 18th, 2018|

Once upon a time, estate planning revolved largely around disposition of assets after your death. This was most often managed through a will, though some property might be titled to pass automatically to a surviving spouse or other family member. [...]

5 01, 2018

Asset Protection for Beneficiaries and Heirs

2018-02-02T22:10:31-04:00January 5th, 2018|

Often, people think about asset protection simply as a way to minimize risk during their lifetimes, separating risk management from estate planning. However, asset protection for beneficiaries can play a significant role in estate planning—especially when there are concerns about [...]

6 09, 2017

HUD Makes Reverse Mortgages a Little Less Attractive

2017-09-11T07:48:14-04:00September 6th, 2017|

The Department of Housing and Urban Development (HUD) has announced changes to the federal reverse mortgage program. Citing the need to put the program on better financial footing, HUD will raise reverse mortgage fees for some borrowers and lower the amount [...]

30 08, 2017

Good Planning Protects Your Family’s Future

2018-02-02T22:10:37-04:00August 30th, 2017|

Fully protecting your spouse and children requires protecting yourself in ways that many young adults don’t consider, and preparing for eventualities most will never have to face. These tips on legal and financial planning for parents will help protect your [...]

3 08, 2017

Using a Prepaid Funeral Contract to Spend Down Assets for Medicaid

2018-02-02T22:10:37-04:00August 3rd, 2017|

No one wants to think about his or her death, but a little preparation in the form of a prepaid funeral contract can be useful. In addition to helping your family after your death, a prepaid funeral contract can be [...]

11 07, 2017

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

2019-06-02T05:58:16-04:00July 11th, 2017|

Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this [...]