Real Estate

Few financial products carry as much baggage as the reverse mortgage. Decades of late-night infomercials gave it a reputation — “the bank takes your house,” “it’s a scam for desperate seniors” — that doesn’t match what the product, in its current federally-regulated form, actually is. That reputation causes real harm in both directions: some families […]

When a parent moves into assisted living or memory care, the house usually becomes an afterthought — something to “deal with later” while the family focuses on the move itself. That’s understandable, and it’s also the most expensive mistake we see families make. The property decision is often the single largest financial and tax decision