Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out Part 1 HERE. This week, we’re continuing the financial love with 7 more tips you can use to benefit your family this month and the […]
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14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning. Now I know what you’re thinking – that doesn’t […]
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – […]
Answers to your frequently asked estate planning questions...
How should I update my estate plan before I remarry?
What is a revocable living trust?
How are decisions made for an incapacitated person without a living will?
Do I need my estate planning documents reviewed by an attorney?
What is long-term care insurance?
My mother recently died with lots of credit card debt. Am I responsible for paying that debt?
What will happen to my assets when I die?
How can I preserve my assets for my kids and loved ones?
What will happen to my pet in a natural disaster?
How can I provide for my pet in my estate planning?
Can I name multiple beneficiaries on my life insurance policy?
What does "transfer on death" mean?
Answers to your frequently asked real estate questions...
What happens to my mortgage when I sell my home?
My property tax bill is too high! What can I do to lower it?
How can I appeal my property tax bill?
What are property tax exemptions and do I qualify for any of them?
I did not get an exemption. How do I correct that?
How do I know what exemptions I receive on my property?
When can I apply for property tax exemptions?
Do I need to renew my property tax exemptions?
I haven't paid my property taxes in awhile. Will I lose my home?
What happens if I stop paying my condo association assessments?
What is title insurance and why do I need to pay title fees when I buy or sell property?
How can I get out of my real estate contract?
The survey of my home shows a utility easement. What is this?
My privacy is very important to me. How can I ensure no one knows that I bought the property?
Coming soon...
What are property tax prorations?
Why do I need a real estate attorney?