Estate planning is an important aspect of financial planning that involves making arrangements for the distribution of your assets after you pass away. One tool that can be used in your estate plan is conditional...
Demystifying Escrow Accounts
June 10, 2022
If you are closing on a home or refinancing, there’s a good chance you’ll come across the words “escrow account” or “impounds” numerous times. At the most basic level, an escrow account is a savings...
Make sure you take care of your fury kids, too. Trust provisions are an easy way to make sure every member of your family is covered when something happens to you. If you have kids, chances are your will has some basic trust...
This is a great video with very important tips on avoiding wire fraud when you’re buying or selling your home: Protect Your Money from Wire Fraud Schemes When Buying a Home
Incorporating Faith and Values in Estate Planning
April 19, 2017
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this, including:...