Blog Articles
Value Freedom? Here's Why an Estate Plan Is Your Declaration of Independence
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness - take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the event of incapacity. Read more…
Seniors and Their Families Should Be Wary of Reverse Mortgages—Part 2
In the first part of this series, we discussed the dangers of reverse mortgages for senior homeowners. Here, we'll look at how these complex loans can negatively impact your family and estate plan. For decades, reverse mortgages have been touted as an easy way for seniors to access extra money during retirement. Indeed, there was […]
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents
Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? As we approach National Unclaimed Property Day on February 1st, learn how proper estate planning can prevent your assets from becoming part of this staggering statistic. Read more...