Golden Years Estate Planning

Do you feel stuck in a home that no longer meets your living requirements? Are you an adult child concerned about your senior parents' ability to safely navigate their home?

Join us for an exclusive in-person workshop tailored for individuals aged 60 and above who want to improve their current living arrangements. Whether you're downsizing, relocating, or searching for the perfect place to enjoy your golden years, this workshop is designed to empower you with the knowledge and tools needed for a smooth transition.

Workshop Agenda

-Move or Stay Decision:

• Home modification, ADU, or moving?
• Stress factors to steer clear of
• A personalized plan for your needs

-Financial Considerations:

• Generational wealth transfer
• Property tax with Prop 19
• Tax planning
• How to finance your move

-Meet The Team That Can Help Address All Your Questions:

• CPA
• Senior living specialist
• Estate Planning Attorney
• Senior Real Estate Specialist

What You Can Expect To Receive :

• A personal consultation to create your home moving plan

This Workshop Is Hosted By:

• Ling Wang, Real Estate Advisor | KW Peninsula Estates | www.AGemHome.com

For questions contact us at [email protected].

Host or Publisher AGemHome.com