Estate planning

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The Probate Process from A-Z for REALTORS®

Here’s what you’re going to learn: •Learn directly from a probate attorney how to close a probate transaction fast •Master basic probate vocabulary and probate real estate documents needed to close your transaction •Learn how to how to buy probate property for yourself or when representing and investor •Discover how to access probate properties not […]
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The Probate Process from A-Z for REALTORS®

Here’s what you’re going to learn: •Learn directly from a probate attorney how to close a probate transaction fast •Master basic probate vocabulary and probate real estate documents needed to close your transaction •Learn how to how to buy probate property for yourself or when representing and investor •Discover how to access probate properties not […]
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Let’s Talk about Probate

Blake Slater of Stone & Sallus, LLP, will review the major benefits and costs of probate and focus on how you can support your clients through the difficult time after someone passes away under CA law.
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Manage & Take Control of Your Finances

You will learn about long and short term savings, debt solution, insurance protection and preserve wealth, including: 1. Cash Flow (Earn additional income, Manage expenses) 2. Debt Management (Consolidate debt, Strive to eliminate debt) 3. Emergency Fund (Save 3-6 month’s income, prepare for unexpected expenses) 4. Proper Protection (Protect against loss of income, Protect family […]
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Social Security Planning

“In 2011, the oldest baby boomers turned age 65. 10,000 people turn 65 every day in America and will continue to do so until 2029 according to the Pew Research Center. • Every boomer wants to know o When should I take Social Security? o Will Social Security be there for me? o How can […]
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