Legacy Planning

Most aspects of financial planning deal with accumulating financial resources for specific lifetime purposes. In estate planning, the focus is on saving what you accumulated and passing it on according to your wishes. The estate planning area, even more than other areas of financial planning, is sensitive to matters other than finances. For many of our clients, dealing with the subject of death is very difficult. A failure to act in the past may contribute to this difficulty.

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Home Equity Conversion Mortgage

Is a Home Equity Conversion Mortgage Right for You?

First of all, you need to get the facts from a licensed and qualified Financial Advisor, not your run of the mill mortgage broker. A Home Equity Conversion Mortgage (most commonly know as a Reverse Mortgage), is administered by HUD (U.S. Department of Housing and Urban Development) and insured by the FHA (Federal Housing Administration). 

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