
Come to a free Lunch & Learn SeminarConfidently Support Aging Parents & Senior Loved Ones in the Family
Topics:
- Local Senior Living Options in Santa Barbara
- Downsizing made simple and stress-free
- Real Estate Strategies that defer Capital Gains Taxes
- Bridging the income gap in retirement and maximizing returns
- De-mystifying Wills, Trusts and the Probate process
- The 21 critical Responsibilities of a Trustee
Lunch is provided