Resources

Free Downloadable Guides:

• Home Equity Conversion Mortgage (HECM) Guide
• HECM for Purchase (H4P) Guide

 

Silver Divorce Articles: 

• Silver Divorce Saving Grace
• More on Silver Divorce from the IDFA 

 

Other Resources:

• Disclosures (PDF)
• Disclosure for Sequent Real Estate + Wealth Management
• To marry or not to marry someone with an IRS tax problem? (PDF)
• Trusts, Guardianships, Conservatorships, and POA’s