Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that doesn’t mean you shouldn’t file. Estate tax returns are not easy, but they are worth it. Margaret’s expert opinion: If you can take advantage, file it. An estate tax return is not an income tax return. It’s an inventory of your assets, your deductions. It’s…
Big Three from Episode #054: Many laws and regulations are governing reverse mortgages that protect consumers and ensure transparency. Reverse mortgages are a useful tool to help solve a variety of financial problems like enabling seniors to remain in their homes, pay for in-home care, and more. Take the time to educate yourself on reverse mortgages. It is worth it…