Articles

Making Your Trust Work by Funding it

We had one of our clients in this week for a trust review. She said that estate planning and trusts have been regular topics of discussion with her friends. They all have trusts which have been drafted by different attorneys. …

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FHA Reverse Mortgage Rules Change

It is reported that almost every reverse mortgage that is in an amount under the Federal Housing Administration (FHA) limit ($679,650 in 2018), is a federally insured Home Equity Conversion Mortgage (HECM). Because of this, we will be limiting our …

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Does Your Trust Plan Have These Options?

We regularly to get people coming into our office with existing trust-based estate plans. These plans are typically prepared by their previous divorce attorney, real estate attorney, the family lawyer or other general practitioner. When we review these plans, rarely …

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Quit Claim Deeds Rarely the Best Choice

I had a client in this week for her annual review of her fully-funded trust-based estate plan. She asked me about other types of planning by acquaintances about which she has become aware, and the issues that may arise as …

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New Year’s Estate Plan Resolutions

It’s New Year’s Eve. Have you made your New Year’s resolutions for 2018? If you have, you are with the majority of respondents of a recent YouGuv online survey. The top four resolutions for 2018 were to eat better, exercise …

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