Tips and information for living better in retirement.
How to Create a Trust Fund for Your Heirs
A trust is an important part of many people's estate plans. Here are the steps to creating and funding a trust.
What Is an Asset Protection Plan?
An asset protection plan does not need to be complicated, but it can be essential to ensuring your hard-earned assets aren't jeopardized by the unexpected.
Legacy Planning: How to Make Digital Assets Accessible to Heirs
Digital assets are an important part of your legacy. Learn how you can ensure loved ones have access to them as part of your estate plan.
What Is the Role of a Loan Servicer?
A loan servicer is one part of the team that does the behind the scenes work on a loan. Here's what this important role is responsible for.
Legacy Planning: Granting Family Access to Your Bank Accounts
An easy and important part of estate planning is making it possible for your heirs to access your bank accounts after you've passed. Here's how to do it.
Fight Inflation With a Reverse Mortgage
When inflation is high, a reverse mortgage offers some unique ways of fighting the pinch of rising prices.
Reverse Mortgage: A Guide for Children and Heirs
After the last borrower on a reverse mortgage passes away, the loan needs to be settled. Usually, that responsibility falls to the heirs. Here's what they can expect.
What to Tell Your Adult Children About Your Estate Plan
Sharing information about what's in your estate plan with your adult children is a simple way to help them navigate your estate when the time comes.
3 Myths Surrounding Generational Wealth and Homeownership
Generational wealth is an important and misunderstood topic. While home ownership can be a component of generational wealth, it is only one part of a larger concept.
What Is an Annuity?
For people with excess cash to put in a long term investment, annuities can offer a relatively safe, high yield growth vehicle. Here's how they work and who they are good for.