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Wills & Trusts…What Are You Waiting For!
Hi friends! This is a short video on the importance of Wills & Trusts – what they are and why you need them. If you’re thinking about Estate Planning and you don’t plan on having a Will or a Trust, or they aren’t high on your to do list – then you’re not really planning, […]
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Navigating Estate Planning – Conservatorships…What Are They?
This is a part of our estate planning series for elderly living transitions. In this video we discuss what a conservatorship is and why you might need one – vs- why you may want to avoid it all together. As always – we are here for your real estate needs in the Concord, CA and […]
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6-Tips For Helping an Elderly or Ill Family Member Move From Their Home…
Have you been nominated or volunteered to assist an elderly or ill family member move or transition from their home to downsize or move to assisted care? We have 6-tips to help you with this task. This is one of a series we will be doing with tips to navigate estate planning issues with specific […]
