In this overview session, led by a seasoned expert in estate planning, we will cover the foundational aspects of wills and trusts, highlighting their importance, functionalities, and how they can be tailored to meet your personal and financial goals. Learn about the different types of trusts, how they operate, and the benefits they offer for […]
Whether you're considering a downsize, or aging in place, explore mindful practices that help you prioritize tasks and define your legacy of physical things within your home. Discover the role your house plays in your on-going well-being and what downsizing options you have.Our speaker for this event are:Andriana Mendez, owner of Custom Moving & Hauling:https://custommovehaul.com/andTiffany […]
This seminar will guide you through the process of aligning your living situation with your personal goals and values, ensuring a smoother and more enjoyable journey toward rightsizing your life. Participants will learn how to: • Efficiently evaluate their belongings• Make informed decisions about what to keep, donate, sell, or discard• Implement strategies for maintaining […]
We will share thoughtful strategies and practical tips on identifying what truly adds value to our lives, how to let go of items that no longer serve us, and the ways in which a thoughtfully chosen home can create a safer and more thriving functional space as we age. Attendees will leave empowered to transform […]