Estate Planning

Aug. 24, 2017

The Pros and Cons of Active Adult Communities: The Pros


In the Palm Springs area, there are more than a dozen 55-plus community developments including Sun City (Shadow Hills, Palm Desert), Trilogy at La Quinta, Heritage Palms to name a few. Last week, we did an overview of the cons of buying in an active adult retirement community, which ...

View More
Aug. 22, 2017

If You Love 'Em, Trust 'Em: Living Trust vs. Will

At The John Sloan Real Estate Group at Keller Williams Realty, we recently assisted two homeowners selling their properties; one had a living trust and the other had only a will.  The one without a Living Trust – let’s call them the Smiths – faced their property going into probate ...

View More