*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.

Local's Tips - 14 Things to Do in SF - RentCafe

February 18, 2024

Sunset District Real Estate Market Update

February 12, 2024

In the last two weeks, there have been 7 home sales in the Sunset District. Closed listings range in price from $1,125,000 to $1,700,000. The closed listings had a med… Read more

Bernal Heights Real Estate Market Update

February 12, 2024

In the last two weeks, there have been 3 home sales in San Francisco's Bernal Heights neighborhood. Closed listings range in price from $1,250,000 to $1,770,000. The c… Read more

Noe Valley San Francisco Market Update

February 12, 2024

In the last two weeks, 4 homes closed in San Francisco's Noe Valley neighborhood. The closed listings range in price from $845 to $7,200,000. The listings have a media… Read more

Top Schools in the Sunset District

February 8, 2024

The Sunset District, a neighborhood celebrated for its foggy ocean vistas and quaint residential streets, hosts educational institutions that stand out for their excel… Read more

Selling a Home in Pacific Heights

February 6, 2024

Navigating the complexities of the real estate market can be challenging, especially in a sought-after area like San Francisco's Pacific Heights neighborhood.

Client Success Story: Off Market Strategy Leading to Multiple Offers!

February 2, 2024

This sale highlights the importance of understanding market dynamics, the power of professional staging and preparation, and the benefits of a well-crafted marketing s… Read more

Pacifica Real Estate Market Update January 2024

February 1, 2024

Pacifica Real Estate Market Update

Bernal Heights Real Estate Market Update

January 29, 2024

In the last two weeks, there have been 2 home sales in San Francisco's Bernal Heights neighborhood. Closed listings range in price from $1,000,000 to $1,415,000. The c… Read more

Let's Talk

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