Category Archives for "Estate Planning"

Dec 09

5 Steps For Adding Digital Assets To Your Estate Plan

By Joe Pujol

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following […]

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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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Nov 25

Refinancing Tips – How to Prepare for your Home Appraisal

By Joe Pujol

Refinance Tips An appraisal of your home’s current market value is a requirement of most lenders when applying to refinance your existing mortgage loan. A professional real estate appraiser will conduct a physical, on-site inspection of the property,, research recent sales of comparable homes, and prepare an appraisal report.  The report provides the lender with an independent, […]

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