Is a Home an Investment?

From one perspective, the answer is yes; from another, no. Provided by Reeve Conover – Conover Consulting When you buy a home, are you investing? If you buy it to flip it or buy it as a rental property, the answer is yes. If you buy a home simply to live in it, the answer may be no.

Key Estate Planning Mistakes to Avoid

Too many people make these common errors. Provided by Reeve Conover – Conover Consulting Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems.

Updating Your Estate Plan

When should you review it? What should you review?     An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions on your behalf if you cannot.