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10 Result(s) in the “Estate Planning” Category


Mar. 5, 2022

How to Avoid a Will Contest

Your  will is almost certainly the most important estate planning document you can have when it comes to ensuring that your wishes are…

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Feb. 11, 2022

How Do Reverse Mortgages Work?

Reverse mortgages are products available to people age 62 or older that enable homeowners to convert a portion of the…

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Feb. 11, 2022

Revocable Trusts: 5 Things to Know

Have you been wondering if you should set up a revocable trust? If you ask around, you may get different answers.  …

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Jan. 28, 2022

Estate Planning for Pet Owners

Many Americans consider their pets to be part of their family, but have you included your pet in your estate…

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Dec. 22, 2021

How a Medicaid Asset Protection Trust Can Help Protect Your Wealth

You’ve worked your entire life to build the wealth you have, so the last thing you want is to have…

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Oct. 29, 2021

Two Proposed Estate Tax Changes That Could Be Enacted by Year’s End

In May, we discussed several changes to federal estate and gift tax laws that were proposed by Senator Bernie Sanders.  Some…

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Sep. 17, 2021

Inherited a Traditional IRA From Your Spouse? Here Are Four Options

If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…

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Sep. 3, 2021

Five Tips for Designating Beneficiaries for Your Retirement Accounts

When’s the last time you checked your who you have designated as the beneficiary on retirement plan(s) and accounts? If, it’s been a…

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Jul. 16, 2021

Four Ways to Give Your Home In New Mexico

For many people, the biggest asset they have is their home. Though sometimes retirees have to sell their home as…

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May. 7, 2021

Recently Proposed Changes to Federal Estate and Gift Tax Laws

Although most of the action taken by the new presidential administration has centered around getting a handle on the COVID-19…

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