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Let’s Talk Reverse Mortgages

In Blog, Estate Planning by casalmoreno

Reverse mortgages are an issue that is becoming more talked about as people are retiring while still owing money on their homes. Reverse mortgages are available to people over 62 years old that are in need of some liquidity to pay off their expenses, make improvements to their homes, pay …

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Talking About Inheritance

In Blog, Estate Planning by casalmoreno

Most clients typically do not talk to their children about their inheritance.  Some don’t want to think or talk about dying, others are uncomfortable talking with their kids about financial matters, or letting them know how much they will inherit out of fear it will curb their motivation.  So when …

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Wills vs. Trusts

In Blog, Wills by casalmoreno

Wills vs. Trusts.  What’s the difference and which one should I have? Estate planning clients come in and usually start the conversation with, “I need to do my will” with the basic understanding that once the will is done their estate plans are set.  While a will is a good …

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