Category: Estate Planning

How Will Refinancing your Mortgage Affect Your Estate Plan?

The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeow... Read More »

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Election 2020: What Does This Mean to Your Estate Plan

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislati... Read More »

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Setting Your Trustee Up For Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that thei... Read More »

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