Monthly Archives: December 2025
Assets That Don’t Belong in a Trust
When an estate planning lawyer advises you to establish a trust, you might be surprised. The popular image of trusts is that only wealthy people have them, and you certainly do not feel wealthy. The reason you are consulting an estate planning lawyer is that you are worried about not having enough money, not… Read More »
Give Your Tax-Free Gifts Now, Before the Year Ends
It’s hard to find much to be cheerful about at this time of year, especially in 2025. Yes, you are a year older and worse off financially than you ever thought you would be at this age, but that happens every year, and by now, you have enough wisdom to chalk it up to… Read More »
6 Home Features That Give Buyers the Ick
Everyone who has successfully bought a house or condo unit knows that getting emotionally attached to the property that might become your new home before you have closed on the purchase is a recipe for disappointment. Real estate purchase deals can fall apart for a variety of reasons. Buyers or sellers can inexplicably get… Read More »
Are Portable Mortgages a Thing?
Even though Canada is right on the other side of the border, we in the United States tend not to think about it much, but there is a lot to admire about our northern neighbor. For example, Toronto has a vast network of underground walkways where you can stay warm when you don’t feel… Read More »


