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Senior Real Estate Planner Cory Boldhoff

Senior Real Estate Planning: How to Protect Family Wealth and Avoid Costly Mistakes

What happens when aging parents face major housing decisions without a plan? In this episode of Answers for Elders, host Suzanne Newman welcomes certified Senior Real Estate Planner Cory Boldhoff, founder of The Complete Real Estate Group and Complete Senior Solutions. Cory shares his personal family experiences that inspired his mission to help seniors and their families build, protect, and transfer generational wealth through real estate while avoiding the costly mistakes that can create family conflict and financial hardship.
Steve Waltar

Everything You Need to Know About Probate

Probate is a court process to retitle assets. Probate is designed to create a “final accounting” upon death. It is the legal process of “proving up” a will, or verifying that a will is valid, takes place in one of two instances. First, if a person dies leaving behind a will, or second, if the deceased has died intestate, that is, has not left behind a will or estate plan of any type or the will cannot be found. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to give us a primer on probate.
Real Estate 55 Plus

Real Estate After a Senior Passes

Real Estate 55 Plus provides a spectrum of services for seniors. Real Estate 55 Plus CEO Juli Anne Gibson joins Suzanne to talk about what typically happens when a senior loved one passes and a home goes into probate.

Estate Admin Probate Law

Probate and Estate Administration lawyers navigate the legal process with wills and estate matters of a deceased person. They will: become court appointed executors...