Resources

The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeowners scrambling to refinance their home loans at these low interest rates. Even a few tenths of a percentage point of interest, over thirty years, can make a massive difference in the amount of interest that is ultimately paid on a loan. For many, it makes perfect sense to take advantage of these …

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date? Don’t leave home without making sure your financial health and the future of your loved ones is provided for. It’s even more crucial than getting a pet sitter and locking the front door. Creating an Estate Plan If you don’t have an estate plan yet, don’t panic. Now …

According to the National Center for Education Statistics, the cost for undergraduate tuition, fees, room, and board at public institutions increased 31 percent between the 2006–2007 and 2016–2017 academic years, adjusted for inflation. During that same time period, prices at private nonprofit institutions increased 24 percent, adjusted for inflation. As you look ahead to your own family’s academic future, what will the cost be when your child or grandchild decides to enroll in post-secondary education? …

Let us begin by saying thank you. You tirelessly give of yourself to care for some of the most vulnerable people in our society. Whether you are caring for them in a hospital, therapy room, or patient’s home, you are there to protect and help the patient have a better tomorrow. However, one important question remains. What have you done to prepare for your own care? By planning ahead, we can assist you in crafting …

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process: To work properly, the trust needs to be funded. What Is Trust Funding? Trust funding is the process of transferring the ownership of accounts and property to the trust during …