Legal and Financial Matters

Hopefully, your parent(s) have a Will or Living Trust in place to address their home and belongings. If not, I have provided you with some Estate Attorneys and other financial resources under the Resources tab.

 

Informational Resources:

1. NextAvenue.org - Ric Edelman

    Various videos on Estate Planning and Financial issues

 

2. How to Find the Best Residential Care

     Help an aging friend or parent find the best place to live

 

3. Caring Connections

    Advance Care Directives for each State and various other resources





 





   

 

 

How may I

help You?

BETTY FERNANDEZ REALTOR®            Broker-Associate

(805) 766-1495

Betty@Betty4RealEstate.com

DRE #01452802

CREDENTIALS:

Former Certified Residential Appraiser

Seniors Real Estate Specialist (SRES)
Certified Probate Real Estate Specialist (CPRES)

Bilingual English/Spanish

SEARCH FOR 55+ ADULT RETIREMENT COMMUNITIES IN THE NATION - 55PLACES.COM

Five Myths of Aging

1. I am never growing old.

2. My kids will take care of me.

3. I am not leaving my house unless it's in a pine box.

4. The government will take care of me if I run out of money.

5. I am safe because I have long-term care insurance.

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