Your Roles Have Changed: Next Steps for Parents & Children 11:00AM-12:30PM Sunrise of Beverly Hills
warning
If you are a member, please
log in to access member benefits, if available.
close
Category
Age Well Academy Programs
Registration Info
Registration is required
About this event
Part 2 of 2: Different Specialist Presentations
They Took Care of You, Now It's Your Turn.
Are You Doing Enough for Your Parents?
Join the Foundation for Senior Services' Panel of Experts in Law, Financial Planning, Real Estate, Professional Organizing, and Senior Placement.
Bring Your Questions for the Q&A!!
|
Organizing & Preparing
- How to get my affairs in order before surgery, travel, or a big move
- Where are important documents, passwords, & instructions kept?
- How to avoid leaving a burden for my kids
Home & Property
- How to sell my home after decades, relocate, or move to senior living
- Can I sell my home “as-is,” and how complex is the process?
- Downsizing and what is involved
- Tax-efficient ways to sell a home or rental property
Assets & Taxes
- How to protect family assets & legacy during transitions
- How to pass assets to heirs with minimal cost & complication
- Reduce or avoid estate, capital gains, gift, or property taxes
- Proposition 19, & how does it affects heirs’ property taxes
|
Legal & Support
- What if our attorney retires, passes away, or isn’t answering questions?
- How do we find trustworthy help for legal, financial, or estate matters?
- How do I administer an estate efficiently?
Senior Living & Health
- What are the senior living options, differences, and costs?
- Have we waited too long to plan?
- How do I handle health or safety concerns, like dangerous driving?
- How can I make money last in assisted living or make it go further?
|
Number of People Who Will Attend
Search for your information - enter the following
Invalid Quantity
Register Now