Monthly Q&A with David Eastman
Guest Speaker: Rob Kanyur, Fairway Independent Mortgage
Rob will explain how a reverse mortgage loan is utilized as an estate planning tool in retirement, as well as:
• How to convert a portion of the equity in your home into tax-free cash to cover monthly expenses and enhance your cash flow during retirement.
• Sustaining and stretching your nest-egg during retirement.
• Paying off your current mortgage while retaining ownership of your home during the life of the loan.
Dave will also be available to answer additional important questions, such as:
• When should I establish an estate plan?
• What asset protections can an estate plan offer?
• Why should your assets be titled in the name of your trust?