home loan finance blog

Selecting an executor or trustee is often the last consideration when preparing an estate plan. When planning out a will or trust, it seems so much more important and interesting to decide how the property is to be given away! Oftentimes, the issue of who takes the reins as the …

Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-laws recent death means my family is dealing with the realities of settling her affairs. Her advanced-planning greatly simplified the process. And it will for you, too. When her …

Few topics confuse investors more than figuring out what estate-related documents they need. Living Wills, Living Trusts, and Powers of Attorney are just a few of the terms that most find hard to define, let alone understand. But being comfortable with these terms and what each one can do for …