HOW TO AVOID COSTLY MISTAKES IN HOLDING TITLE TO YOUR PROPERTY

427 Mendocino Avenue,Santa Rosa CA 95401

12 April, 2023

Description

Part 2 of 5: "Embracing Life's Transitions", a 5-part series of events designed to help you navigate the complex world of downsizing and transitioning to a new chapter in life. Our first expert speaker, Sarah Hurd Montgomery with Daryl Reese Law, will explain the various types of tenancies and how they interplay with estate and tax planning. She will also discuss the upside and pitfalls of each type of tenancy, so you can make informed decisions about your property ownership. Sarah’s legal background includes a variety of different practice areas to include estate planning, trust administration, probate, real property, construction defect and civil litigation, and insurance defense. This diverse legal background allows Sarah to provide her clients with keen advice in a variety of legal matters and the knowledge and experience to navigate challenging issues as well as routine problems encountered by her clients. Sarah’s main objective is to improve the lives of the people in our community by offering quality legal services that provide clients with peace of mind and help us all thrive. Our 2nd speaker, Pam Hage, the Escrow Operations Manager with Fidelity National Title in Sonoma County, has worked in title and escrow over 33 years. She brings experience and knowledge of various title situations. Pam will explain the documentation and additional information needed when selling a property through probate, a trust, a conservatorship or with a power of attorney. Pam will share scenarios to help explain ways to avoid pitfalls and provide a handout explaining the different types of tenancies. You'll have the opportunity to connect with other empty nesters and loved ones who are going through similar transitions, as well as ask questions and get answers from our knowledgeable speakers. Don't miss out on this valuable opportunity to learn about holding title to your property and ensure a smooth transition to the next chapter of your life. We look forward to seeing you there! *Lunch or Dinner will be provided.