As a real estate professional, I thought taking care of my own mother’s real state would be easy for me, but was I wrong. The tax and estate planning caveats were complex to ensure the best financial outcome…the proper healthcare, in-home support in addition to the mobile medical team were critical to ensure the best comfort ability. I was grateful to have a team of trusted professional advisors to counsel me, which enabled our family to enjoy the golden years of mom's life to its fullest.
- Toni Patillo
The facts are simple: without proper planning and expert advice your loved one’s future may not be so golden. But the reality is most families have not made comprehensive arrangements to ensure a smooth transition.
Seeing this immense need for expert advice, I teamed up with a caring and highly seasoned team of Senior Transitions specialists, including property liquidation, taxes, long term care, health care, estate planning and so much more. Planning and trustworthy advice was the key to my families’ success and it can be the KEY to your families success also.
Download the Educational Report
5 Critical Steps to
Securing Your Family’s Legacy
Plus, we will give you helpful documents such as:
- Senior Concierge Program Outline
- 50 Steps to Living a More Fulfilling Life
- 10 Things You Should Know About Living Trusts
- Plus Many More Helpful Documents