estate planning

RMs can bring a whole new approach to estate planning

Shannon HicksDecember 20, 2021December 16, 2021

by Shannon HicksDecember 20, 2021December 16, 20210931

Unable to use the embedded player? Listen here. EPISODE #701 Canada’s Home Equity Bank exec says reverse mortgages can bring a whole new approach to estate planning “I think that there’s an opportunity for reverse mortgages to put the whole landscape of estate planning on its ear”, said Andrew Cairns, National

Death record delays leave Georgia families in limbo

Shannon HicksMay 31, 2021May 28, 2021

by Shannon HicksMay 31, 2021May 28, 20211823

Unable to use the embedded player? Listen here. EPISODE #672 Delays in death records leave Georgia families in financial limbo [The Atlanta Journal Constitution] Sandra Autry’s stable life as the wife of a retired police officer abruptly ended in April when he died in hospice care. More than a month

Here’s who’s using a reverse to save life insurance policies

Shannon HicksApril 19, 2021April 18, 2021

by Shannon HicksApril 19, 2021April 18, 202101113

Without audience targeting are Google Ads Dead? Think again… Early this month Google announced new restrictions for targeting specific audiences. The restrictions apply to content related to housing, employment, credit, and those who are disproportionately affected by societal biases. The news of these restrictions created quite a stir among

Where There’s a Will…

Amara RoseJuly 26, 2016July 26, 2016

by Amara RoseJuly 26, 2016July 26, 20168 1549

How to Select, and Serve As, An Executor We’ve talked briefly about estate planning and asset protection. But what about executing a will? Most seniors understand the importance of having a will, though they won’t be around to see it probated. And this is where knowing proper procedure is critical.

Estate Planning / Part 2: Avoiding Financial Regrets

Amara RoseSeptember 9, 2014September 11, 2014

by Amara RoseSeptember 9, 2014September 11, 20144 1555

One of the most touted benefits of a reverse mortgage is the peace of mind that comes from knowing that as a senior ages, they'll have the funds they need to remain in their beloved home, pay the property taxes and upkeep, and still have enough left over to be

Estate Planning / Part 1: Digital “Afterlife”

Amara RoseSeptember 2, 2014September 3, 2014

by Amara RoseSeptember 2, 2014September 3, 20144 1380

Even seniors who carefully plan for the disbursal of their worldly assets can leave beneficiaries arguing about who is really entitled to Aunt Betty's antique rocker or mom's diamond ring. But until now, no one has disputed who owns a family member's Facebook account.

HECMs could go mainstream if Congress does this

It’s time to lose the Reverse Mortgage Shame

What the HECM is happening?!

Home prices must drop in these markets. Here’s…

estate planning

RMs can bring a whole new approach to estate planning

Death record delays leave Georgia families in limbo

Here’s who’s using a reverse to save life insurance policies

Where There’s a Will…

Estate Planning / Part 2: Avoiding Financial Regrets

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