⚖️ Think a will is enough? Think again! Without proper estate planning, families often face costly legal issues, probate delays, and unnecessary conflict—especially when a senior’s home is involved.

In Episode 6 of the Simplify Senior Transitions Podcast, I sit down with estate planning attorney Jeannette Marsala to break down why every senior needs a living trust, and how to avoid common mistakes that put your loved ones—and their assets—at risk.

📌 In this episode, we cover:
✅ Wills vs. Living Trusts: What’s the Difference?
✅ How a trust protects a senior’s home & avoids probate
✅ Common estate planning mistakes (and how to avoid them)
✅ How to choose the right trustee & avoid family conflicts
✅ Tax and financial benefits of trusts
✅ How estate planning ties into senior transitions and real estate
✅ The power of networking: Jeannette’s work with the SeniorCare Business Support - South Bay group

Whether you’re planning for your own future or helping aging parents, this episode will empower you to protect what matters most.

📞 Need help selling a senior’s home for a smooth transition?
👉 Schedule a FREE consultation with me here: https://calendly.com/soldbydale/stsconsultation
🏡 Learn more about my services at: www.simplifyseniortransitions.com
📲 Have a quick question? DM me on Instagram: @soldbydale
🎧 Subscribe for more expert interviews & senior transition tips!
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