Toni Patillo – Santa Monica and Palisades Real Estate Agent

Tag Archives: Toni Patillo

So You’re The Executor of Your Parent’s Estate

First things first, you should know in advance if you are named as the executor of any estate. Sounds obvious doesn’t it? You’d be surprised how little thought is given to something so simple. So, ask your parents whom they are naming. If they haven’t thought about it, initiate the conversation.   Then decide if you want the responsibility.

What does an Executor Do? 

An Executor is legally responsible for protecting the assets of the decedent, or deceased, until the probate process is completed and the assets are disbursed. This is a good news bad news kind of thing. The good...

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How To Avoid The Problems Of Inheriting Wealth

It’s the worst time to talk about finances. You’ve lost a loved one. You’re grieving, you’re consoling other family members and there are arrangements to be made. The last thing you want to deal with is what you may or may not be inheriting. Especially because you know it could lead to conflict if it’s not properly spelled out.

It get’s even worse. Are you inheriting your parent’s house or other properties? Well prepare yourself for things to get incredibly complicated. The fact is Boomers are expected to inherit $8.4 trillion with a large portion being in Read more

8 Reasons All Business Owners Should Hire A Coach

Today I’m speaking to the business owners out there…all business owners. You could be a Financial Planner or Real Estate Agent. You might be an Attorney or Owner of an Eldercare Services business. Regardless of what business you’re in, you all need a coach. I get it, you’re an entrepreneur and like to do your own thing. You’re probably a business owner for two reasons, the unlimited income potential and the fact that you only have to be accountable to yourself. The idea of paying someone that will hold you accountable sounds like a terrible idea. Of course, a Coach...

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When the Elderly Abuse the Caregivers Who Care For Them

Have you ever heard the expression “it’s easier to hurt the ones you love”? Unfortunately, this is a cruel truth. Think about it. At what point did you stop taking your parents for granted? Do you still? Anyway, consider that it’s easy to expect more from those who selflessly give you the most. A lot of people never even realize they’re doing it. So what happens when the elderly take their caregivers for granted? Abuse.

Families First

So you’re taking care of your parents. Are they acting out?   Does it go as far as abuse? Maybe they’re frustrated that...

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Indications That An Elder Loved One Needs Help

Life is busy. Too busy to worry about our elder loved ones. You know how it goes.  You wake up, get the kids fed, dressed and ready for school. Maybe you drop them off at school, maybe they take the bus and you head straight to work.   It’s a long, stressful day. You come home to a loud house, make dinner and/or help with homework get the kids fed, bathed and into bed. God willing, you get an hour to watch your favorite show or snuggle with your honey, before you crash. I’m exhausted just thinking about it.

Who has the...

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Keep Your Aging Loved One Connected: Technology in the Above 50 Market

Why, why, why do I push technology on you and your aging loved ones? Well, the fact is that staying connected can provide a much higher quality of life for those in the above 50 aging market.  Think about it. What if he or she had access to pre-loaded apps for diet and exercise monitoring or alerts for taking their medication? Would that improve their health? How about social media? Do you think that they might feel more connected to family members when they can see pictures and trade messages with them?

The truth is that our population is getting older...

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Practical Eldercare Home Safety Tips

When was the last time you took a good look at your elder loved ones home? If it’s been a while, I want you to imagine what it’s like for him and/or her to spend 60% – 70% of their day navigating their home in it’s current state. Do you see the pitfalls? Can you recognize the potential dangers? 90% of older Americans want to age in place, but that means staying vigilant. There are many changes eldercare professionals whom I work with recommend to create a safer environment in your loved ones home. They range from no cost to...

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Eldercare and Legal Issues of an Incapacitated Loved One

This is a tough one. It breaks my heart when I see families unable to come to grips with the incapacity of a loved one. I really feel for them. I’ve been through it. Eldercare and legal issues can be overwhelming especially when you don’t want to believe incapacity is happening to someone you love. Unfortunately, inaction can be costly.

First thing I recommend is to gather your family members together and have a conversation. Discuss what a diagnosis of onset dementia or Alzheimer’s might look like for everyone involved. Convince the potentially afflicted loved one that it’s time to consult...

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Don’t Lose Your Senses As You Age, We Only Have 5 of Them

Well it’s happening, I’m seeing signs of my age… and I don’t like it. Of course, who does? But the reality is that nature has a very effective way of reminding us. Our senses dull, pun intended. We only have 5 senses and the order in which they go depends largely on genetics, but also on the life we’ve led. For example, let’s say you are (or were) a construction worker for the city.   What do you suspect would be the first sense to go? It might be your hearing, especially if you’re working a lot outside with heavy machinery.

Whatever...

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Dementia: The Plague of the Above 50 Market

The Plague… sounds dramatic doesn’t it? Unfortunately, this is no joke. Nearly 50 million people globally are living with some form of dementia.   4 out of 5 of these victims have Alzheimer’s and the cost of caring for just one of them is estimated at $60,000 per year. Do I have your attention?

As a Real Estate professional specializing in the Above 50 market, I am keenly aware of the burden families and friends must carry for their loved ones. I have spent quite a lot of my time coaching, assisting, recommending...

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