Browsing: estate

Recent columns presented estate planning for single individuals (widow/widower, divorced, or never married) and estate planning for legally married couples. This column presents estate planning for…

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The following are some current (2025) statistics on how many Americans have an estate plan: • 45 percent of U.S. adults have created estate planning documents.•…

Most married couples would likely agree that estate planning is not the most romantic subject for them to discuss. But estate planning is one of the…

Up until recently, investing in large residential and commercial real estate was off-limits to you, me and the 99%. Now, more and more companies are offering…

Dear Penny, My mother passed away five years ago. My brother and I were to each have 50% of her estate. I am the oldest. Her…

Commercial real estate is a big investment. That’s why locking in the best rate for your loan matters. Even a small difference in interest rates can…

For real estate investors looking to scale their portfolios, navigating traditional mortgage qualifications can be a significant roadblock. Standard underwriting methods often require extensive income documentation,…

In a modern world, our financial lives are increasingly digital. Online banking accounts, investment apps, trading platforms and crypto exchanges hold the keys to our personal…

Stethoscope on blackboard and chalks with Long Term Care words as medical conceptgetty As long-term care costs soar beyond $100,000 annually and lifetime dementia care adds…