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Estate Planning Articles

Charitable Remainder Trusts: Income for Life and a Good Deed at Death

Instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income wh...

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Passing on Assets Outside of Probate: PODs and TODs

For a variety of reasons, people sometimes want some or all of their assets to pass directly to specific individuals upon their de...

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Reverse Mortgage Borrowers Are Getting Younger, Which May Not Be a Good Thing

The age of reverse mortgage borrowers is dropping, according to a new study by MetLife...

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ElderLaw 101
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Probate v. Non-Probate: What Is the Difference?

When planning your estate it is important to understand the difference between probate and non-probate assets.

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What Is Required of an Executor?

Being the executor of an estate is not a task to take lightly.An executor is the person responsible for managing the administration of a deceased individual's estate.

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The Virtues of Private Reverse Mortgages

Banks have been touting the advantages of "reverse" mortgages, but there is another alternative ...

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New Reverse Mortgage Product Has Lower Upfront Costs

A new mortgage product is making "reverse" mortgages more affordable...

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How to Pass Your Home to Your Children Tax-Free

Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free.

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