Nov 25

With a Reverse Mortgage, Your Home Can Pay You to Live in it

By Joe Pujol

What is a reverse mortgage? A reverse mortgage, more properly a Home Equity Conversion Mortgage (HECM), is a Federal Housing Authority (FHA) mortgage that’s designed to help senior citizens age with dignity by remaining in their homes. With a reverse mortgage, seniors 62 and older are eligible to withdraw up to 50% of the appraised value of […]

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Oct 11

With Tax Laws in Flux: What Should You Do Now?

By Joe Pujol

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the […]

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Oct 04

House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

By Joe Pujol

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and […]

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Sep 13

Estate Planning Must-Haves For Single Parents

By Joe Pujol

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home – and the inevitable emergencies that fill the lives of single parents everywhere.Being a single parent is a huge responsibility, even if you do share time with a […]

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