Golden Maturity

Estate Planning

SUN-B Senior Umbrella Network of Brooklyn celebrates at their annual breakfast.

By Annette Fisher Certified Senior Advisor | March 8, 2010

SUN-B, Senior Umbrella Network of Brooklyn held their Annual breakfast meeting this past February 23, 2010 at the Bay Ridge Manor. The keynote speaker for the event was Rita Cosby. At the breakfast awards were presented, and the winners of the SUN-B World awards were Debra Diamantos, Caryn Isaacs, Sister Fran Picone, Rabbi Yeruchim Silber. …

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Estate Planning and A Reverse Mortgage

By Annette Fisher Certified Senior Advisor | August 6, 2009

Most folks have been told they can't do an FHA, HECM, home equity conversion mortgage, reverse mortgage if their primary residence is in an irrevocable trust. This simply is not always true. A copy of the trust should be provided for review by the bank attorney. After review, if the attorney feels it is possible…

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