Pre-Planning Articles

Helpful articles for your pre-planning:

• What Happens When a Homeowner Dies Before the Mortgage Is Paid?
  While nobody wants to think about dying, borrowers should take advance steps to assure an outstanding mortgage doesn't become a burden for heirs.

• The Difficult, Delicate Untangling of Our Parents’ Financial Lives
  When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to figure it all out.

• Sheryl Sandberg's powerful commencement speech at UC Berkeley
  The Facebook COO gives a powerful speech.

Please check back as we continue to add additional resources, and feel free to contact us with any questions or concerns regarding your pre-planning arrangements. We're happy to offer guidance.