Outliving money is one of the greatest fears seniors face today. Good real estate planning can be one of the most important tools toward financial security. Through coordination with estate planning attorneys, financial planners, tax advisors, and myself, I can assist you in making informed decisions about your, or your family’s real estate asset(s).

As a Senior Real Estate Specialist (SRES), I have been trained to address the many issues of senior clients including estate planning, investment protection, safe housing and health care considerations. Additionally, courses in conservatorship and case management have given me further education. My personal experience being a Trustee and working through real estate challenges of my own family have given me the understanding required when helping my clients. I am happy to assist with: