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How To Save $40,000 on Transfer To Children

One way to save a substantial sum on estate taxes is simply gifting money to family while you’re still around to enjoy the process. Doing so is not only more fun, it can be tax advantaged as well. Note: We’re lending professionals, not tax experts. For full details about your exact situation, please seek the … Continue reading “How To Save $40,000 on Transfer To Children”

Top 5 reasons to talk to us about a Westminster Reverse Mortgage… Financial planning. The value of your home will move up or down regardless of the mortgage you have on it, if any. Why not rebalance some equity into other investments? See our example case studies for more options, or ask us, but one … Continue reading “Westminster Reverse Mortgage”