In an effort to help educate New York seniors about the resources available to help them age comfortably and happily, I co-hosted a small seminar with two wonderful women who also work with seniors.
The panelists and topics covered:
Melissa Smith, a licensed real estate agent with Corcoran covered topics related to your property:
Downsizing options
How to keep existing property in the family/converting to rentals
Factors to consider when finding your next home
Melissa Goikhman, an Estate Planning Expert and Attorney covered wills/trusts and asset management topics:
Planning for asset management in the event of incapacity
Planning for the smooth/painless transfer of assets
Difference between wills and trusts
Katie Hustead, a senior move manager and co-owner of Paper Moon Moves covered downsizing and moving:
How to get started with downsizing your possessions
How to sell, donate, and discard things you will not be keeping
Tips for a successful move
We hope you enjoy the video of our panel, and don’t hesitate to reach out if you feel our services can be useful to you or someone you love – www.papermoonmoves.com.
