Thinking about moving and considering new construction a housing option because you want an open floor plan and larger closets? Explore what is available, where to find it, and what to expect in new construction including timelines, hidden costs, risks, and the coordination of selling your existing home or giving appropriate notice on your lease. You will find that there are differences when selecting a smaller builder versus a national builder.

Have you been thinking that now might be the time to downsize but aren’t sure where to start, how to do it, or what your options are? Bonus: all attendees receive the Downsizing Made Easy guide PDF—a $24.95 value. Access to preferred service providers and discount coupons are provided, as well as a no-cost home evaluation with suggested improvements to make it more salable.

The concern: a family has a cabin, homestead, farm, or second home—how do we protect it? The problem: nursing home and Medicaid, estate taxes, family divorces, creditor issues, taxes and operating expenses, unequal resources of owners, in-laws, and use and enjoyment equality. The answer: real-life solutions and four paths to resolution that protect the family legacy asset without driving the family apart.

Aging often involves transitioning to different housing. The process involves coordinating financial and physical health considerations and frequently downsizing a home. We review these aspects so you can plan. Housing discussed: buying & renting, subsidized and elderly waivers, market-rate apartments, 55+, CCRC, independent/assisted living age in place, memory care, cooperatives, condo/townhouses. Explore alternatives to single-family living. Come with your questions to decide next steps.

Many face the tough decision of finding housing options for their parents. We give an overview of the housing market. We also provide a guide called Moving Mom & Dad. It covers the five common mistakes children of aging parents make and how to avoid them. Topics include conversation starters, remodeling, and senior living options, plus service providers, coupons, and a no-cost home evaluation.

There are ten people we should be prepared to count on as we age and move into the last stages of our lives. Learn the roles and responsibilities of these people, how long they serve, how much guidance we can give them, and who makes ideal or bad selections for these roles. Jobs include Attorney-In-Fact, Health Care Agent, Estate Executor, Trustee, Guardian, and more. Questions encouraged.

Are you turning sixty-five and wondering about Medicare? Learn Medicare Part A and B, and the difference between Medicare supplements and Advantage plans. What are your choices if you are working and have a group plan? Learn when you can enroll and where to compare options to select the right plan. Includes handouts and a reference guide. Optional free one-on-one meetings are available for attendees.