Alexa DuBray

Planning ahead for both living and dying is never an easy task, but knowledge is power. Learn about planning tools like trusts and wills from local experts.

Learn how you should be holding title to your current home and why this is so important. You’ll also learn how a Deed Upon Death fits into this along with the good, bad and the ugly!

Get the truth about doing nothing, the probate process and how it can be more costly than you might think, along with the often overlooked complexities and the resulting emotional turmoil for loved ones left behind.

Handout:

• Trusts, Wills & Probate HANDOUT [PDF]

Speakers:

• Janine Norvick, Escrow Administrator, Ticor Title of Nevada, Inc.
• Lisa Bruce, Attorney, Schulze Law Group

Webinar Recording:

As we age, so do the homes we own. We get many questions about what do with the current home when downsizing.

At this seminar panelists answered questions such as:

• When downsizing, should I buy or rent my next home? And should I move near family and/or friends?

• Should I keep my current home as a rental property or even a vacation property when I move?

• In this low interest rate environment would a rental property make for alternative stream of income?

• If I did rent my house for income and move into an apartment, what agencies or companies are out there? Are they reliable to manage my property both financially and for upkeep? What are the tax implications?

Handout:

• Owning & Selling Real Estate HANDOUT [PDF]

Speakers:

• Tony Chinnici, Real Property Management Corazon (775) 826-1414
• Annette & Brett Junell, Downsizing Coaches & Realtors, Junell Realty Group – Retired Moves Division @ Keller Williams (775) 432-6300

Webinar Recording:

During this seminar we explore the benefits offered by senior living communities, as well as the costs and associated services. In addition, we take a deep dive into how to fully investigate whether a senior community is right for you or someone you care about. Learn the differences between independent, assisted, memory care, and long-term care options, and get the truth about what some communities don’t want you to know.

Handout:

• 55+ Senior Living Options HANDOUT [PDF]

Speakers:

• Mark Regan, Cascades of the Sierra (775) 424-5400
• Stacey Taylor, Clearwater at Rancharrah (775) 900-0319
• Heather Wolf, Mountain Lakes Estates (775) 384-1026

Webinar Recording:

People say the thought of moving out of a home they have lived in for decades is often overwhelming. They allow fear and anxiety about the simplifying or downsizing process to cause them to stay in a place or in a situation that no longer serves their needs.

When do you know it is time to move or simplify? If the thought of simplifying or moving seems overwhelming, this is the session for you.

Learn how others just like you have overcome their fears and made the decision to simplify or downsize as part of their successful aging journey.

Our panel shared their personal experiences, provided helpful insights and more at this month’s 90-minute panel event.

Handout:

• Downsizing & Simplifying HANDOUT [PDF]

Speakers:

• Annette & Brett Junell, Junell Realty Group & Junell Moves Made Easy  (775) 432-6300
• Special Guest Speaker: Kimiko Crouse

Webinar Recording: