Mortgage Blog

Estate Plan Key Component - Protecting the Family from Money

When we die it is often said that we need an estate plan that encompasses a will or a trust.  There are also other documents like medical directives and power of attorney.  The establishment of a proper plan is important but, in my opinion, a critical component that can easily be overlooked is protecting the family from money and themselves.Money, whether it’s from an estate or a life insurance death benefit can have catastrophic consequences on the family if the plan is not adequate with clear intent and leadership. A plan should clearly define the intent and the wishes of the...

November 12th, 2016 | Financial Planning, Retirement Planning, Seniors, HECM Reverse Mortgage, Estate Plan, Estate Plan Key Component - Protecting the Family from Money

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Jefferson Mortgage Group LLC

2536 Leeds Rd.
Oakton, Virginia 22124
703-319-2198
FAX: 703-773-6946
info@jeffersonmortgage.com
NMLS: 935554

Located in Fairfax County, Virginia. Serving all of Virginia, Maryland, DC & Pennsylvania. 

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Jefferson Mortgage Group LLC is licensed in Virginia, Maryland, DC & Pennslvania.
Virginia State Corporation Commission License Number MC-5659 and the Pennsylvania Department of Banking & Securities #46259 
The DC Department of Insurance, Securities, and Banking License #MLB935554
Maryland DLLR License #21586

An Equal Housing Lender

By refinancing the consumer's existing loan, the consumer's total finance charges may be higher over the life of the loan.

This material is not from HUD or FHA and has not been approved by HUD or any government agency.