February 27th, 2018|Comments Off on Is Your Financial Advisor Asking for a Power of Attorney?
Tom and Alice are a young couple who recently completed their estate planning documents with us. Alice reached out to our office, asking about a call they recently got from their financial advisor. The advisor [...]
January 29th, 2018|Comments Off on Aging Seniors Supplement Income With a Reverse Mortgage (HECM)
What Exactly is a Reverse Mortgage or an HECM? More seniors than ever face challenges related to retirement, estate planning, and living well in their later years. Clients sometimes bring up the question of reverse [...]