Savvy Seniors Living Seminars – Rightsizing 101 – Part 2

View this Rightsizing 101 video (Part 2 of a 9-part series) to discover the stories of how top downsizing professionals serving seniors in the Bay Area have helped their clients. Hear real-life experiences from Katherine Fogelman of Senior Sorters and Estate Liquidators, Tammy Jo Borosky of Clear Organizing, Karl Anderson of Anderson Bros. Movers, and Mary Lynne Murray of It’s About Time Organizing. This Rightsizing 101 seminar is part of the Savvy Seniors Living Seminar Series hosted by Dayna Wilson, Senior Real Estate Specialist with Keller Williams Realty-East Bay. These 90-minute monthly educational seminars are presented at the Lafayette Library Community Hall, 3491 Mt Diablo Blvd in Lafayette. Adults 55+, seniors, and caregivers are invited to attend the free seminars to learn the actual facts about issues related to home ownership and post-retirement downsizing in the S.F. Bay Area. See the full seminar schedule at http://savvyseniorsliving.com/schedule/

Savvy Seniors Living Seminars – Rightsizing 101 – Part 1

Need to downsize? Rightsize? View this Rightsizing 101 video (Part 1 of a 9-part series) to discover the top downsizing professionals serving seniors in the Bay Area: Katherine Fogelman of Senior Sorters and Estate Liquidators, Tammy Jo Borosky of Clear Organizing, Karl Anderson of Anderson Bros. Movers, Mary Lynne Murray of It’s About Time Organizing. This Rightsizing 101 seminar is part of the Savvy Seniors Living Seminar Series hosted by Dayna Wilson, Senior Real Estate Specialist with Keller Williams Realty-East Bay. These 90-minute monthly educational seminars are presented at the Lafayette Library Community Hall, 3491 Mt Diablo Blvd in Lafayette. Adults 55+, seniors, and caregivers are invited to attend the free seminars to learn the actual facts about issues related to home ownership and post-retirement downsizing in the S.F. Bay Area. See the full seminar schedule at http://savvyseniorsliving.com/schedule/

FREE SEMINAR: Feb 7, 2018 – Tax, Legal & Financial Issues

Savvy Seniors Seminar Tax Leg & Financial Issues The “Savvy Seniors Living Seminar Series” presents “Tax, Legal & Financial Issues” on Feb 7th.

We all know there can sometimes be complexities related to the transfer of property. More times than not families try to solve these problems during a crisis, but creating a contingency plan in advance is a far better way of dealing with potential pitfalls. Your home is often your most valuable asset and there are thing you need to know before you move forward with any major decisions that will impact your future.

You may be asking…

– What legal documents are needed when selling my home??
– What are the tax implications of owning, selling, or transferring property??
– How should property be deeded to avoid potential future challenges?
– What other issues should I be aware of?

Join us to hear first hand from legal, financial and tax experts about how to avoid common challenges faced by families just like yours.

Admission is free. Location: Lafayette Library Community Hall, 3491 Mt Diablo Blvd in Lafayette. Time: 10 AM – 11:30 AM. Please call 925-788-6582 to register or sign up online at http://savvyseniorsliving.com/schedule/. Space is limited and pre-registration is required.