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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, you’re just ignoring. Neither of these things is difficult to get written up and sign – and they’ll protect your assets for both you and your family.

If you’re considering Estate Planning or are shopping for a home or needing to sell a home in Concord, CA or the surrounding communities in Contra Costa County – please feel free to contact us – we’re here for your questions www.RealmReGroup.com

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 Contra Costa County real estate market. www.RealmReGroup.com

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 regard to real estate for elderly family members.

We can assist clients in the Concord, CA area with real estate planning issues for elderly residential transitions – www.RealmReGroup.com

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