Posts Tagged ‘incapacitated’
RERL-1540-Bill Benson – Discussing Reverse Mortgage
One of the most important real estate decisions you’ll make is what you do with the equity in your home. For the right person a reverse mortgage can be a great decision, especially in the Bay Area where the phrase “house rich, cash poor” gets used more times than some of us would like to…
Read More7 Biggest Mistakes People Make With Their Estate Plan
Part of the focus of our podcast is to help you make wise financial decisions in and around your real estate. Returning to RERL this week is estate planning and tax attorney, Linda MacKay, to divulge the 7 biggest mistakes people can make with their estate plan. First off Joe will ask Linda to explain…
Read MoreTrusts Simplified With Philip E. Holsworth
Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but…
Read More