Common Issues that Arise in Administering a Trust that Holds Real Property: Part II
For this four-part series, we are discussing very common scenarios that we see in our…
3 years ago
Loan Opportunities
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
6 years ago
An Option for Seniors Who Cannot Afford Their Property Taxes
The California State Controller’s Office administers the Property Tax Postponement program that allows eligible homeowners…
6 years ago
Why the PACE Energy Home Improvement Loan May Not Be a Good Deal for Seniors
Lisa stared at the stranger standing on her doorstep, suspicious. “Good morning, ma’am,” the man…
7 years ago
What Happens to a Mortgage Upon Death?
Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill…
7 years ago
Spotting and Preventing Elder Financial Abuse
The population of seniors in the United States is growing rapidly. Data from the U.S.…
8 years ago
021: Making Loans to an Irrevocable Trust Is Possible. Here’s How.
Did you know it's possible to make a loan to an irrevocable trust? Many people…
8 years ago