Reverse Mortgages: Don’t Get Fooled!

Reverse Mortgages: Don’t Get Fooled! You’ve probably heard a lot about reverse mortgages. There are a variety of types that have different requirements and payouts, so shopping around for the right option is important. It is also essential that consumers understand the potential for reverse mortgage scams. These issues can not only create a financial… Read More »

Can You Collect Social Security While Working?

Can You Collect Social Security While Working? It is possible to collect benefits and work, but there are some rules you need to consider. It may have to do with your age or the type of benefits that you will collect. Knowing what is possible and not possible will be an important part of making… Read More »

How to Be an Executor

How to Be an Executor An executor of a will carries out the last wishes of someone close who has died. The executor ensures that the rules that govern the administration of a probate estate are followed. Here are three key tasks of the executor job: You can get help. A lot of responsibility is… Read More »

Family Businesses and the Next Generation

Family Businesses and the Next Generation   Is having your children work in your family-owned business a blessing or a curse? Here are five tips for making it a blessing and preventing it from being curse: Have them work elsewhere for at least five years. They need time to mature, becoming their own individuals, and… Read More »

The Equifax Security Breach and What To Do

Jerry Reynolds|September 18, 2017 There has been a lot in the news lately about a huge security breach that happened at credit reporting agency Equifax.  In fact, the odds are good your identity has been compromised since there were 143 million people affected.  So what should you do to give yourself the best chance of… Read More »

How to Keep Assets Safe for the Long Term

Today, the risk of losing your savings to a long-term care illness is a very real threat to your future security. That’s why one of the biggest questions and concerns many people have about their lifetime financial security is what would happen if they suffer such long-term disabling illnesses as Parkinson’s or Alzheimer’s. Protecting one’s… Read More »

When Your Pet Is Your Heir

Call it one of the great hallmarks of pethood: seeing that your beloved pets are provided for in the event that you are not there to care for them. What about your voiceless companions? Who will step in to shepherd your dogs, cats, lizards, birds, rabbits and goldfish should you cease to be? How will… Read More »

How to Leave a Vacation Home to Your Kids

As you toss that Frisbee outside your beach house, are you struck with hope that your grandkids will have similar good times there? It’s time to start planning. If you fail to take the right steps to ensure your vacation home’s future ownership — through your estate plan — you may be opening up a… Read More »

You’ve Inherited a Mortgage: Now What?

The right of inheritance applies to all property, including properties with mortgages attached to them. If you inherit a mortgaged property, a number of questions and concerns may pop up, including whether the mortgage can be assumed. You’ll probably wonder how to record the deed and take title to the property. Here are a few… Read More »

How to Talk About Your Estate Plan With Your Heirs

It’s very hard to decide how much and when to tell children and other heirs about your estate plans. Take into account your family circumstances, but consider the whole scenario. Your hesitancy may come from revealing your family’s expected inheritances. A survey by UBS of nearly 3,000 investors showed that just 54 percent had discussed… Read More »