As the family gathered for Christmas, I finally had The Talk with my Favorite Nephew who was home from college. This talk was about being smart and taking steps to protect himself. We sat down with his laptop and I started by asking if he’d ever checked his credit report. First, I sent him to […]
Consumer Financial Protection Bureau
You’ve Inherited Property with a Mortgage, Now What?
Hearing that you’ve inherited real estate is the good news. Then there can be uncertainty about what an existing mortgage might mean. Many fear they have to get a new mortgage on their name, that they won’t be able to, and that they will lose the property if the lender calls the loan. The Consumer […]
I’m a Successor Trustee, Now What?
You know your loved one or friend named you as trustee. You get a call that she has been in a terrible accident. You then realize she cannot tend to her financial matters for the near future. Do you know how to locate her lawyer to help you get started as successor trustee? After contacting […]
What’s A Power of Attorney Agent To Do
If you’ve been named as an agent in someone’s power of attorney, do you know what to do? Or what not to do? The Consumer Financial Protection Bureau has published a fact packed guide to help agents (attorneys-in-fact) with their fiduciary duties.
