by amanda | Uncategorized
When Mary’s mom, Irene, went into memory care, Mary needed to find a way to pay for her mother’s treatment. Everything seemed in order: Irene had money in her 401(k) and she had given Mary power of attorney in order to manage her affairs in case she could...
by amanda | Uncategorized
When it comes to drawing up an estate plan, many people take a passive approach. They write out their will or set up a trust and leave it at that. But your life doesn’t stand still, and neither should your estate plan. The fact is that an estate plan is a...
by amanda | Uncategorized
While a silent trust could solve issues for some settlors, this trust arrangement comes with some complexities that must be considered. Additionally, even with the best-laid plans, there is the potential for an inadvertent early disclosure of the trust’s...
by amanda | Uncategorized
The case for couples to get (or at least strongly consider) a prenuptial agreement is simple: it is much easier to get into a marriage than it is to get out of one….By: Lerch, Early & BrewerRead More
by amanda | Uncategorized
Believe it or not, almost 80% of first-time homebuyers qualify for down payment assistance, but only 13% actually use it. Read More
by amanda | Uncategorized
Getting your house ready to sell? Here are a few tips on what you may want to do to prepare. Read More
