Leave a Message

Thank you for your message. We will be in touch with you shortly.

*Calling All Parents* Do You Have an Estate Plan?

January 16, 2024

*Calling All Parents* Do You Have an Estate Plan?

If you know you need an estate plan (hint: you do!) but aren't sure where to start, attend one of these FREE upcoming workshops

Patricia De Fonte of Estate Planning With Heart is an outstanding resource for families with, well… resources! She shares Pacific Edge's ethos of outstanding client care. And she's a local San Franciscan, with an office right here in Noe Valley.

At this free estate planning workshop, parents will learn why they need a personalized estate plan to care for themselves, and their children should the unfortunate happen.

Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance – at specified ages, for specified reasons, and with specified limitations.

 

Learn how a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children’s future.

Learn why everyone over the age of eighteen needs an advance health care directive and a durable power of attorney.

Learn how to control the circumstances in which your children receive their inheritance

Learn the difference between a will and a trust

Learn how to create an estate with life insurance

Learn about what happens when someone dies without an estate plan.

REGISTER HERE to take the first step to protect your family's assets and take charge of the future for yourself and your loved ones'.

Recent Blog Posts

Stay up to date on the latest real estate trends.

Redwood Credit Union - Not-For-Profit Lender is Creative and Nimble

April 17, 2025

As a relatively small lender, they've got managers and mortgage underwriters who are able to look at each client's loan application holistically. Compared to big banks… Read more

Featured Small Business: The Cheeseboard Collective Pizzaria

April 17, 2025

The first thing you want in a pizza place is good pizza. Well, preferably GREAT pizza. Check and check. The Cheeseboard didn't survive and thrive in Berekely's food sc… Read more

 ARIZMENDI BAKERY in San Francisco
Featured Small Business: Arizmendi Bakery

April 17, 2025

In an era where we are starting to learn about how many strange things lurk in factory-made bread, we're fortunate to have places like Arizmendi's turning good old flo… Read more

Live real estate data for West Portal, Forest Hill, Inner Parkside, Golden Gate Heights, Forest Knolls, St Francis Wood, Miraloma Park, and Sherwood Forest.
Westside San Francisco Market Update

April 15, 2025

In the last two weeks, there has been 8 home sales in San Francisco's Westside neighborhoods. The closed listings range in price from $1,125,000 to $3,850,000. The clo… Read more

Top Real Estate Agent in San Francisco Portola Neighborhood Specialist, Sean Komarmy
Portola Real Estate Market Update

April 15, 2025

In the last two weeks, there has been 7 home sales in San Francisco's Portola and Excelsior neighborhood. The closed listings range in price from $800,000 to $1,570,00… Read more

Top Real Estate Agent in San Francisco Bernal Heights, Alec Mironov Real Estate Agent
Bernal Heights Real Estate Market Update

April 9, 2025

In the last two weeks, there have been 10 home sales in San Francisco's Bernal Heights neighborhood. Closed listings range in price from $748,000 to $3,010,000. The cl… Read more

Top real estate agent in San Francisco's Noe Valley neighborhood, Alec Mironov with Pacific Edge Real Estate Group.
Noe Valley San Francisco Market Update

April 9, 2025

In the last two weeks, 11 homes sold in San Francisco's Noe Valley neighborhood. The closed listings range in price from $1,095,000 to $6,628,000. The listings have a … Read more

Top real estate agents in San Francisco's Sunset District, Alec Mironov with Pacific Edge Real Estate Group
Sunset District Real Estate Market Update

April 9, 2025

In the last two weeks, there have been 21 home sales in the Sunset District. Closed listings range in price from $1,230,000 to $2,730,000. The closed listings had a me… Read more

Live real estate data for West Portal, Forest Hill, Inner Parkside, Golden Gate Heights, Forest Knolls, St Francis Wood, Miraloma Park, and Sherwood Forest.
Westside San Francisco Market Update

April 5, 2025

In the last two weeks, there has been 9 home sales in San Francisco's Westside neighborhoods. The closed listings range in price from $870,000 to $3,450,000. The close… Read more

Let's Talk

You’ve got questions and we can’t wait to answer them.