Jun 30, 2021

You probably don’t want to burden your kids or family with your debt when you die. Here, we’ll cover the ins and outs of debt and death, including an overview of what happens to your debt when you die and how to handle an estate with debt.

We’ll also cover when heirs do not inherit debt (with some exceptions), and...

Jun 23, 2021

When someone passes away and you are in charge, one of the top priorities is securing the house. In order to do this, you need to start with the following five steps.

1. Take care of the lights, mail, etc. to keep criminals from thinking the house is vacant.

Use automatic lights and don’t let mail or newspapers pile...

Jun 16, 2021

America’s favorite billionaire Warren Buffet has said “All things considered, the third best investment I ever made was the purchase of my home…” We’ll compare homeownership to investing, and we need baseline assumptions to understand the comparisons.

Over a lifetime, your mortgage payments,...

Jun 9, 2021

It is helpful to know what happens to your probate vs. non-probate assets when thinking about your estate plan or your future inheritance. Do you really know how assets transfer upon your death? You may think there is a shortcut to use in your estate planning but read below to see what really happens.

First, there are...

Jun 2, 2021

We’ve previously talked about the “F.I.R.E.” movement (Financial Independence and Retire Early). Most people assume that early retirement is a universally good thing. But what are some of the unexpected drawbacks of leaving the workforce early?

1. Not as Happy as You Expected

Generally, retirement makes you...