Posts Tagged ‘financial planning’
Understanding Wills and Trusts
As provided by Leonard Spoto of Asset Exchange Company : Many of our 1031 Exchange clients hold title to their investment property in a Trust. To understand why it may make sense to review the basic differences between Wills and Trusts: Will Basics: • A will is a legal document that states your intentions and identifies to…
Read MoreUsing a Reverse Mortgage to BUY a home
The following has been provided by Judy Schwartz, an expert on reverse mortgages: http://www.reversemortgagesonly.com Thank you Judy for the great information. If you’d like to explore if a reverse mortgage is right for you or your parent/s please get in touch with me &/or Judy. Using a Reverse Mortgage to BUY…
Read MoreReverse Mortgages: what are the steps?
The following has been provided by Judy Schwartz, an expert on reverse mortgages: http://www.reversemortgagesonly.com Thank you Judy for the great information. If you’d like to explore if a reverse mortgage is right for you or your parent/s please get in touch with me &/or Judy. Reverse Mortgages: what are the steps? While there…
Read MoreReverse Mortgages: How they work
The following has been provided by Judy Schwartz, an expert on reverse mortgages: http://www.reversemortgagesonly.com Thank you Judy for the great information. If you’d like to explore if a reverse mortgage is right for you or your parent/s please get in touch with me &/or Judy. Reverse Mortgages: How they work …
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