2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

What Happens to a Mortgage Upon Death?

Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill asked. “Another bill for your dad?” Sally nodded. “But this time it’s his monthly mortgage payment. I wonder if we need to pay it. He’s only been dead five days. Maybe they aren’t aware of it.” Bill snorted. “Why pay the mortgage if he’s dead?…

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Your Healthcare Preplanning Toolbox

One of the most important aspects of your estate plan may be the decisions you make about your health care. There may come a time when you are no longer able to make such decisions and by planning for that possibility, you can ensure that your desires will be carried out to the very end-of-life. There are three tools at…

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Protect Vulnerable Adults From Scams

The doorbell would not stop ringing. Finally, 80-year-old Mary activated her video doorbell and asked hesitantly, “Who is it?” “My name is Manny Pearson, ma’am. Your son, Jake, sent me. He’s in jail and needs bail money. No one else is answering their phone, so he asked me to come by and get a check from you. He needs $1,000…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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