Jul 11

What To Know About Estate Planning

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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Jul 08

7 Processes to Complete With Your Parents Before They Die

By Amy Hsiao

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life and yours. While Daniel shared these processes in the context of the impending death […]

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Jun 24

Seniors and Their Families Should Be Wary of Reverse Mortgages

By Amy Hsiao

If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors like Henry “Fonzie” Winkler, Robert Wagner, and former U.S. Senator Fred Thompson telling elderly homeowners how they can dramatically improve their retirement with a reverse mortgage. But what the ads don’t show is that reverse […]

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Jun 24

What You Need to Know About Wills

By Amy Hsiao

What is a will? Today I’ll answer this important question for you. Basically, a will is a document that states how your assets get distributed and who’s in charge of making that happen after your death. However, a will does not apply to assets where you have a surviving joint owner or a living beneficiary designated. To learn more about how wills work, watch this short video.

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