The Coast News Group
Educational Opportunities

How to avoid tax, wills, trust and financial issues

This is your opportunity to learn more about how taxes and law become even more important as we age.

We all know there can sometimes be complexities related to the transfer of property. 

This is especially true when multiple decision makers are involved or capacity or inheritances are questioned. 

More times than not families try to solve these problems during a crisis. But creating a contingency plan is a far better way of dealing with potential pitfalls. Join us to hear first-hand from legal and tax experts about how to avoid common challenges faced by families just like yours.  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?

Be sure you are fully informed as to how changes in law and taxes impact your life, possessions, finances, and other personal affairs in life and death.

This free seminar is hosted by SD Mature Moves, Christie Kramer-LeVander and Ric LeVander, Certified Senior Housing Professional™ & Certified Senior Downsizing Coach™.

 The Senior Living Education Series is designed specifically and solely to educate and empower seniors to make good decisions during transitions. 

We hope to see you there!

Registration is Required Space Limited

Thursday, June 8, 2023

10:00am-11:30am

Encinitas Senior/Community Center

1140 Oakcrest Park Drive, Room 118, Encinitas, CA. 92024

Register at www.SDMatureMoves.com or call (760) 502-7372