Tag: estate plan

  Please be aware that private companies that are not associated with the United States Patent and Trademark Office (“USPTO”) are using trademark applications and registration information from the USPTO’s databases to issue trademark-related solicitations. These solicitations may include offers for legal services, for trademark monitoring services, record trademarks with U.S. Customs and Border Protection […]

In the past, it has been difficult for buyers to to get a mortgage without having a large down payment requirement.   Some available options this year and going into next are the Federal Housing Administration’s low down-payment program.  Now, banks like Wells Fargo, Bank of America, and TD Bank are offering as low as 5 […]

There are many aspects to consider when planning your estate such as living wills, last will and testaments, trusts, beneficiaries, and so on. While all of these moving parts work together to create a successful estate plan, the power of attorney (“POA”) is one of the most significant of them all. This is because without this […]

The most common mistake that can be made when estate planning is the failure to keep your forms and documents up to date.  As simple as it sounds, there are countless instances where people who did not have updated beneficiary forms inevitably ran into complications later in the process. Without proper documentation, the money and […]