Periagoge
Scenario

How Reverse Mortgages Surprise Adult Children at Death

I'm the executor of Mom's will but I just learned she secretly took out a reverse mortgage and there won't be any inheritance left for me or my siblings to fight over.

More people experience this than they realize.

What we've seen

The financial strategies meant to provide security in life can create shock and disappointment in death when families discover their expectations were built on vanished assets.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money and aging parents — the financial caregiving challenge?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.