We recently had the pleasure of helping a couple in their 70’s make the transition from their family home to a new residence better equipped to handle their changing needs. Our team of advisors met this wonderful couple right as they were making the realization that it was time to start planning for the future. Here’s how we helped.
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Whether you’re a senior who is approaching retirement age or an adult child who is helping your parent through issues that surface during a life transition, real estate decisions are an important part of ensuring that seniors are protected after retirement. There are several things for seniors to know when planning for a move or transition.
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