REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years

Advice First

English - February 01, 2024 15:00 - 46 minutes - 32 MB
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Previous Episode: Building a Better Business with Selina Thomas of 6 Degrees HR Consulting

Next Episode: Creating a Boutique Investment Management Firm with Jennifer Brown

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years

The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King.

Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while helping them through the emotional process of moving on from their long-time home.

This episode highlights the intricacies of estate planning when parents are holding on to a home they've owned for 20+ years, and exactly what their options are to set themselves up for success in retirement and beyond.

Connect with Bri King:
(661) 433-4485
[email protected]
www.facebook.com/bri4re
www.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQ

Connect with Jerry Citarella:
(661) 255-9555
[email protected]
www.instagram.com/jerrycitarella/
www.youtube.com/@jerrycitarellapresents

Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

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