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    Real Estate Trusts: Pros & Cons

    Senior real estate trusts

    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 […]

    Posted in: Adult Children of Seniors, Blog, Estate Planning For Seniors Tagged: estate advice, title transfer on death, trust, trust advantages, trust disadvantages, will

    Seniors Downsizing: Big Changes Will Mean A lot in Your Home

    Baby Boomer down sizing

    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. […]

    Posted in: Adult Children of Seniors, Blog, Estate Planning For Seniors Tagged: gen-x real estate, real estate relocating, real estate right sizing, right sizing, senior real estate downsizing, seniors real estate

    Estate Planning for Seniors

    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 […]

    Posted in: Adult Children of Seniors, Blog, Estate Planning For Seniors, Featured Blog Posts Tagged: estate plan retirement, estate planning senior, senior estate, senior estate planning, survivor trustee, trust probate will

    Avoid Probate! Have a Living Trust

    Avoid Probate! Have a Living Trust Whether a Californian who lives and dies with a Will or without one if any property is owned in your own name over a certain low threshold of $150,000 then probate will likely be required.   By changing the way you hold title to your property a Living Trust […]

    Posted in: Estate Planning For Seniors

    Elderly Parents Money Saving Tips

    Elderly Parents Money Saving Tips If you’re already retired in your San Diego senior housing, then you will want to save as much of your money as possible. One of the biggest problems for elderly parents is finding where those savings can be made, but if you have the right advice, you’ll find that you […]

    Posted in: Estate Planning For Seniors

    Estate Planning Baby Boomers

    Estate Planning Baby Boomers America is now home to more retirees and elder people than ever before. Thanks to medical advances and lifestyle changes over the years, the population is living longer than ever. That’s fantastic news for you, but it does mean that you’re going to have to start thinking about the future. If […]

    Posted in: Estate Planning For Seniors

    9 Important Estate Planning Lessons for Elderly

    What the Shocking Death of Prince Can Teach Elderly Parents When the artist Prince died earlier this year, the news came as a shock to everyone, especially his fans and those who were close to him. At the age of 57, his family and friends were left behind, trying to make sense of the loss. […]

    Posted in: Estate Planning For Seniors

    Estate Planning for Baby Boomers

    Baby boomers are now retiring, and that means it may be time to think about estate planning and downsizing to a smaller property. After all, you no longer need your large home now your children are now living away with families of their own. This means you’re free to move to more manageable living arrangements, […]

    Posted in: Estate Planning For Seniors

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    About Gloria

    Gloria Roma helping seniors move
    Gloria Roma works with adult children of seniors when navigating inherited real estate holdings.

     

    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.

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    7183 Navajo Rd #C
    San Diego, California 92119
    Clark Land Resources, Corporation- Broker
    gloria@sandiegohomesforsaleca.com

    619-993-3734
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