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

Senior Living Options

Senior Living Options

As you and your loved ones age, you might wonder what are the available options for housing for seniors, and what is the right fit? The good news is that there are several broad options for senior housing and within each option is a spectrum of smaller options to best meet your needs. We will break each housing option down…

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067: Estate Planning Challenges with Real Estate

067: Estate Planning Challenges with Real Estate

Big Three from Episode #067: If you’re including any type of real estate in your estate plan, it’s vital to discuss with your attorney and understand how Prop 19 can impact you and your loved ones.Make sure your children are included in the discussion and planning process.Do not panic. There are workarounds and ways to protect your assets and beneficiaries.…

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

925.943.2740

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