21 Aug Should my mom take out a reverse mortgage?
Reverse mortgages can provide cash flow, but they're a big decision. ...
Estate Planning
14 Aug My mom’s executor won’t sell the house. What next?
You can go to court if the executor isn't doing his job. ...
01 Aug When giving a home as a gift, why planning matters
A gift isn't always the smartest way to transfer a home. ...
26 Jul How much can I gift each year without owing taxes?
Unless you have big money, you won't face a gift tax. ...
23 Jul Should I gift my home to my kids or let them inherit?
There is a big difference in the taxes that may be faced....
22 Jul Who can sign for an incapacitated person?
It's important to have estate planning documents prepared before you need them....
18 Jul Is it better to buy an annuity from a bank or insurance company?
Before you buy an annuity, learn a lot and shop around. ...
15 Jul Does my new wife automatically own my house?
Marriage may not change property ownership, but you need an estate plan. ...