A reverse mortgage is exactly what it sounds like: a mortgage that pays you. You don't pay the lender to build equity. The lender pays you, and in ... Read More
Tax-Free Gifting via 529 Funding
Tax-free gifting can be a good way to reduce the taxable value of your estate. The estate tax exclusion amount is currently $5 million per person, and ... Read More
Know the Facts: Read Our Report on DIY Estate Planning
Doing things for yourself can be a fun and inexpensive alternative to consulting a professional. However, most people would probably say that ... Read More
DOMA and Estate Planning
The Supreme Court's recent ruling on the Defense of Marriage Act (DOMA) is being hailed as a milestone for equal rights in America today. Among the ... Read More
Louis Armstrong’s Big Secret Shows Importance of Having Estate Plan
The music of jazz legend Louis Armstrong continues to resonate with listeners. His distinctive voice and skillful playing remain iconic to this day. ... Read More
Car Legend Teaches Lesson about Right of Disposition
Estate planning isn't just about money. There's a deeply personal side to the process that goes beyond your wishes for your estate. For one, there's ... Read More