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We're here to make the rest of your life, the best of your life!
Ron Greenwald & Patti Gerke are real estate professionals dedicated to the service of seniors within our community. Their program, Senior Stay or Go™, was developed to assist families through difficult times of transition with their loved ones. Our objective is to save you time, money, and emotional wear and tear.
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Insuring a Home in a Trust
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Retirement and estate planning ultimately have to do with understanding taxes and how it will affect future income. When navigating this exciting tax journey, the ownership of assets will most likely change overtime, from parent to sibling, or from an individual to a trust. Ultimately, if not correctly managed the changes that will benefit your tax situation may have serious consequences for uninsured insurance claims.
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But Who Cares for the Caregiver? |
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| According to to a 2020 National Alliance for Caregiving/AARP report, a startling one in five Americans provides unpaid care to a family member in their home. Is one of these altruistic (and exhausted) caregivers you? Many people caring for seniors are themselves mature adults. They may have jobs and/or are raising children, meaning the added responsibilities can be a time burden as well as an emotional challenge. |
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Have you had a chance to read our E-book: The Essential Guide to San Diego Real Estate
This is a collaborative work from the top real estate agents in San Diego.
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| | Remember, if you need assistance, just let us know.
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