Proactive Planning Part Two  What to Do Before a Loved One Dies artwork
Move or Improve with Debbie

Proactive Planning Part Two What to Do Before a Loved One Dies

  • 28:03
  • February 28th 2021

Host Debbie Miller talks with Estate Planning Attorney Jennifer Baumgartner with Surovell, Isaacs, and Levy, on what adult children need to know about their parents’ estate and how to find that information and record it. What legal documents should your parents have in place and how can you be involved in collecting the information for future use?

# estateplanning # elderlyparents # willsandtrusts # medicaldirectives # adultchildren 

Move or Improve - Debbie Miller

Host Debbie Miller discusses relevant topics about housing issues and how the Sandwich or Boomer Generation can decide what works best for them. Should they age-in-place or move? If they move, where should they go; and if they stay, then what should they do? She draws on decades of experience in real estate, remodeling, and senior housing to provide solutions for all ages.

 Retirement, seniors housing, downsizing, baby boomers, sandwich generation, moving, remodeling, aging in place, adult children, multigenerational housing