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When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will know what to do.” But these thoughts all come from a mix of pride, denial, […]

What if you could leave your wealth to your children knowing it would be protected, for the rest of their lives, from their own bad decisions as well as any malicious intent by outsiders? Well, you can. There are proactive estate planning solutions designed to safeguard your adult children’s inheritance. And these planning protections aren’t […]

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life and yours. While Daniel shared these processes in the context of the impending […]

Last week, we discussed the basics of reverse mortgages for senior homeowners. Here, we’ll look at how these loans can impact your family legacy wealth. The effect on your family If you take out a reverse mortgage, you can still leave your home to your family in your estate plan. However, you’ll not only leave […]

I just boarded a 6:45 am flight to Denver with my family. We were split up. Actually, Yan and Cade were put together. Ella and I were both assigned middle seats, across the aisle from each other in the same row. I guess that’s what I get for buying the budget economy ticket on United.  […]

If you’ve watched TV lately, you’ve likely seen ads selling reverse mortgages. A reverse mortgage can be a great tool to help you realize your dreams.  However, it is a very specific type of tool for a very specific type of situation.  If used incorrectly, it can cause a borrower to lose their home.  You […]