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What is a Non-Warrantable Condo?

Have you just heard about this type of condo and are wondering what it means and how it works? Understanding Non-Warrantable Condos and their financing challenges is crucial when purchasing a condominium. Non-warrantable condos fail to meet requirements set by agencies ...

Estate Planning: The Irrevocable Life Insurance Trust

There is a common misconception that life insurance benefits are not subject to estate tax. While the proceeds of a life insurance policy are not taxable income to the beneficiaries, they are part of a person's taxable estate if the insured dies owning the policy. The t...

Estate Planning Advice: Here’s What You Need to Know

When it comes to securing your family's future, estate planning is a crucial step that many people often overlook or postpone. However, understanding the fundamentals of estate planning can provide peace of mind and financial security for you and your loved ones now and...

What You Should Know About Conditional Gifts

Clients desiring to make gifts often ask about the conditions that they can place upon the gift thereby requiring or forbidding some act prior to receipt. Requests run the gamut from prohibition on tattoos to no children outside of wedlock to divorce of a spouse. If the...

Safety Tips When Selling a House

What Safety Procedures Should I Follow When Selling My Home? Would you like the best-selling safety tips for homeowners preparing for the market? When selling a home, dozens of questions run through a seller's mind. Many of the most frequently asked questions from home ...