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Estate Planning Guide

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Friday September 18, 2020

News

Thank you for your interest in Lutheran Foundation of the Southwest. Our hope is to serve you and your family with helpful information. More
Married Couples and Property
Personal Planner
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and they were...
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Non-Filers Can Still Claim 2020 Stimulus Payments
Washington News
In IR-2020-203, the Service announced its plan to mail letters to nine million non-filers. These nine million Americans generally do not file federal income tax returns, but may qualify to receive an...
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What is a Reverse Mortgage?
Savvy Living
What can you tell me about reverse mortgages? The damage to my retirement account from the coronavirus has me considering it but want to make sure I know what I am getting into. Massive job losses, a...
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