Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available
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What is Michael Jackson Worth Today? It Depends Who You Ask
Since his death in 2009 at age 50, Jackson has experienced a commercial rebirth—thanks to the sharp executors who have managed his assets. The documentary
The Value of The Purple One’s Estate Could Make His Heirs—and the IRS—Delirious
The death of the musician Prince has started the clock on when the IRS will take a big chunk out of the star’s estate. But
Life Insurance Needs to Roll with the Changes
As we travel through the phases of our financial life, our needs change. The New York Daily News article, “3 ways to choose the right
Succession Planning for your Family-Owned Business
You’ve built and own a successful business. But the Smart Business article, “Five things you should know about estate planning for a family-owned business,” asks
Why the Wealthy Don’t Carry Through with Their Estate Planning
Once a trusts and estates lawyer has designed and discussed a client’s estate plan, the next step is to implement it. Drafting the documents, creating
Stock Gifts to Grandkids: Does it Make Sense?
What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on
How Much Inheritance Tax Did Grandma Leave Me to Pay?
Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance
A List of Must-Have Estate Planning Documents
“Why Now Is the Best Time to Plan” Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
This Just In: Estate Plans Need to Stay Up-to-Date
“Now that everyone has settled into the New Year, it is a perfect time to review and update your estate plan.” Situations change and, as
Don’t Die Rich? Why?
“So by adhering to the “Don’t Die Rich” theory of planning, how do you put your wealth to work?” The Wilmington Business Journal says that
Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!
“The real reasons to do estate planning are to take care of ourselves and our families the way that we want to.” In a review