Reverse Mortgages and Living Trusts
We’ll uncover the myths and realities of reverse mortgages and show how they connect directly with estate planning strategies like living trusts. Together, these tools can provide financial flexibility, security, and peace of mind for both you and your heirs.
Common Myths We'll Address: - Myth: The lender owns the home.
- Myth: Once loan proceeds are received, you pay taxes on them.
- Myth: Reverse mortgages are only for the poor.
- Myth: A reverse mortgage cannot be put into a living trust.
- Myth: A living trust is not necessary if you have a reverse mortgage.
- Myth: A home with a reverse mortgage automatically avoids probate.
Special Guest:Ron Siegel - Mortgage & Real Estate Expert
Host of Ron Siegel Radio
Ron will bring his decades of expertise to help clarify misconceptions and provide insider insight into how reverse mortgages can play a role in retirement planning.
Since 1998, the team at AmeriEstate has been providing personalized estate planning and asset protection services to more than 45,000 clients. It’s not just one of the things we do, it’s the only thing - meaning we make the process much easier than you would expect, and more affordable than you might think.
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Michelle Reese-Johnson
Presenter
Ron Siegel
Presenter