Real Estate Agent San Diego CA | Gloria Roma
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Real Estate Trusts: Pros & Cons Real estate trusts work hard for you because you’ve worked hard, bought a nice home and built up some equity in it. You are getting up in age and are considering placing the home into a real estate trust. You’ve heard that a real estate trust is the way […]
Seniors Downsizing to a smaller, more manageable living situation is an inevitability. Whether you’re moving in with a family caregiver or heading to a senior living facility, you’ll need to remove clutter and downsize. It can be a stressful and powerfully emotional experience, getting rid of belongings that have personal meaning that only you truly understand. […]
Estate planning for seniors provides assurance and protection for you, your property, and your wishes. If you don’t have one, it should be at the top of your list. Even if you do have one in place, you should review it annually. When creating or updating your estate plan, there are a lot of considerations […]
You Need to Understand Probate Every adult should know what probate is, and in most cases, these situations apply to individuals who are over the age of sixty. In today’s report we’re going to talk about the concept of probate and exactly what it means to aging parents as far as estate planning is concerned. […]
San Diego seniors have a trust or a will When you think of Wills and Trusts there is a good chance you automatically think of it as something to do in your old age. After all, why should you be planning for the end of your life when you’re nowhere near it? In truth, unfortunate […]
Aging Parents Downsize Quickly and How You Can Help Them Many senior citizens decide to downsize their homes, once all their children have flown the nest. It’s easier to maintain a smaller home, and it means that they can put their money into other ventures if they so wish. However, not all downsizing happen by […]
Probate: What Every Adult Child of a Senior Should Know For the elderly, aging baby boomers and senior citizens, the vast majority of probate cases revolve around the affairs of Americans age 60+. This report offers guidelines to help senior citizens steer clear of disputes. What Probate Does What is probate? There are […]
Why All Elderly Parents Should Prepare a Living Will Many years ago, before my husband and I even fit into the elderly parents category, we made the decision to prepare a living will. I also nominated my husband to be my healthcare representative in the event that I wasn’t able to make my own decisions, […]
Reduce Estate Taxes for Family Give Gifts Deciding what you will leave behind for your family can be an involved and sometimes stressful process. For aging parents, that stress is sometimes increased when the thought of tax comes into the equation. If you are in a position where you will be able to leave […]
Gloria is an accomplished Realtor with over 27 years of cumulative experience in real estate and finance. If you’re buying, Gloria knows how to help you, having been awarded as the TOP 3 Buyers Agent in America. If you’re selling, her showcased estates SELL for up to 18% higher with Gloria’s Proven Home Selling System.