Estate Planning

As we get older, we must consider the manner in which we want to manage our estate - which includes our home and the quity we've built as an asset, and perhaps a mortgage debt if it hasn't been paid off.

While Keystone Funding Group does not offer estate planning services, we do offer services which can be utilized as part of your estate planning as recommended by your planning professional.  Should you wish to explore your estate planning options, we can gladly refer you to licensed estate planning professionals with whom we are familiar and in whom we place our own personal trust.

This page will give you some basic information about the different mortgage options that may be recommended as a part of your estate planning.

Reverse Mortgages: Rather than making monthly payments every month for your house, a reverse mortgage will pay you every month by converting some of your equity into on-going income.

Living Trusts: Your estate planner may suggets that your assets, including your house, be placed into a living trust in order to protect those assets for future generations.

* Please note, these articles are presented for general informational purposes only, Keystone Funding Group is not a licensed estate planning entity.  Consult the opinion and input of an estate planning professional for greater detail about these and other aspects of estate planning.