Category Archives: Trusts

Refi Estate Planning

Piggy Bank House Calculator Money

If you plan to refinance a property, call today so we can make sure that your lender, the title company, and you remain on the same page. What’s more, we want to ensure the property you refinance is titled correctly.

Refinancing & Estate Planning

Estate Planning Refinance Mortgages

Part 1 of a 2-Part Series Low-interest rates led to record-breaking mortgage refinancing across the country. Millions of homeowners are scrambling to refinance their home loans before the end of the year. After all; even a few tenths of a percentage point of interest, paid monthly for 30 years, significantly reduces the amount of interest […]

A Tale of Two Celebrity Estates

Red Carpet Celebrities

Chadwick Boseman died at the age of 43, after a four-year battle with colon cancer. Boseman kept his cancer diagnosis a secret for four years, working on projects such as the Black Panther in the Marvel Comics Avengerfilm franchise.

10 Types of Trusts

TRUST written on paper

A generation-skipping trusts allows you to distribute your money and property to your grandchildren, or even to later generations, without taxation, by using your lifetime exemption to offset any tax that could be due.

Sharing the Wealth: Intrafamily Loans

Lender Family Loan

Part 2 in a 2-Part Series Low Interest Rates & Estate Planning  Last week, we began a two-part series about how to share your wealth through estate planning. To read part one in the series, click here. This week, we conclude by examining other options for sharing your wealth. We examine charitable gifts, including intrafamily loans.