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| Preparing For Transition |
If you are an older adult contemplating a move or an adult child whose parents must move, whom do you call for help with such an enormous responsibility? Whom can you trust to be professional, honest, caring, concerned, informed?
Now, there is a hand-picked, dedicated team of financial advisers, attorneys, and reverse mortgage specialists devoted to helping and advising with all aspects of this endeavor. |
| Elder Services Team |
Real Estate Assistance
To Determine the value of your home
Preparing your house for successful sale
Selling the house and closing the sale
Financial Assistance
Evaluation and options for investing or using net proceeds
Help paying the bills
Preparation of tax returns, trusts, and estates
Legal Assistance
Help in determining how a home is titled
Legal assistance preparation of documents: power of
attorney, wills, trusts, deeds
New Living Arrangements
Where do you go from here?
- Assisted living with personal care
- In-law suites or condo
Organizing, Downsizing, and Moving
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