Articles

Do Your Homework Before Buying a Home

The real estate market is really hot right now. I know a number of people who have sold their home the day it was listed. In certain price ranges, it is not uncommon for sellers to get multiple offers above …

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The Title of Assets Matter with Trusts

You finally have signed your trust. But hopefully, your estate plan includes more documents and instructions than your trust. In addition to your trust, you should have, at a minimum, your financial and health care powers of attorney and your …

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Where is Your Title Insurance Policy?

Last week we discussed the documents that you should make sure you keep after buying your home, or any real estate. One of those documents is your title insurance policy. This document is probably the one real estate document that …

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Ten Years of Change

August 10, 2008. Do you remember: Michael Phelps won his record 8th gold medal at the Beijing Olympics, Pádraig Harrington won the rain delayed PGA Championship at Oakland Hills Country Club, soul singer and actor Isaac Hayes died, AND my …

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Annuities – The Untold Story

You have worked hard your entire life to save up your nest egg. It might be your IRA, 401(k), tax sheltered annuity or brokerage account. You want to find a place to park your nest egg that is safe, but …

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