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7 Reasons Why You Need an Estate Plan, Daniela Lungu, Attorney at Law Will Alone Does Not Avoid Probate. When a client prepares a Will, they assume that this document will allow them to pass all their property and cash assets to their beneficiaries without consequence. That is entirely incorrect. In...

When Jeannie was having trouble making ends meet after her husband died, she asked my friend Jim what he thought about reverse mortgages. Jim spent 40 years in the financial services industry, and these guys tend to be wary of things like life insurance and reverse mortgages. As predicted, Jim...