Get a Great Rate on a New Mortgage

Do you own a home? Then you need an estate plan—here’s why. In this episode of Home & Finance Insights, mortgage and real estate pro Kevin Mathews sits down with estate planning attorney Mauriah Conway (of Meisner, Ruggles & Thompson, Inc.) to explore the most important legal and financial strategies homeowners need to protect their home, family, and legacy. They cover: ✔️ The difference between a will and a trust ✔️ How to avoid probate (and why you definitely want to) ✔️ What happens to your property if you don’t have a plan ✔️ Important documents you should have in place by age 18 ✔️ Mistakes that lead to tax burdens, legal disputes, or lost assets ✔️ Estate planning for non-married couples and blended families ✔️ Real talk on costs, timelines, and why online templates can backfire Whether you’re a new homeowner, nearing retirement, or managing family property, this episode is packed with essential knowledge—and real-world examples—to help you make informed decisions.