ESTATE PLANNING TIP CORNER

This month’s tip courtesy of David Guelff, CRMP, NMLS 240164 CA BRE 00830931

It is better to establish a reverse mortgage “Line of Credit” loan sooner rather than later in life. A “LOC” has a growth rate that increases the value of the unused balance of the line over time. A line of credit established at age 62 and not used until age 75, would grow to an amount that far exceeds the initial FHA HECM loan amount.

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Upcoming Events

Thu 28

DATE CHANGE – Jan 28th 2021 General Zoom Meeting

January 28 @ 7:00 am
Andy Katzenstein
Tax Update
Feb 11

Feb 11th General Breakfast Meeting

February 11 @ 7:00 am - 9:00 am
Dr. Mike Mackie - Capacity
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May 2018 Focus Group

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Thu 28

DATE CHANGE – Jan 28th 2021 General Zoom Meeting

January 28 @ 7:00 am
Andy Katzenstein
Tax Update

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