Bill is the Only SRES Agent in Bay County!

As a Seniors Real Estate Specialist, I know what Baby Boomers and those 55 and older will be facing in the second half of their lives.  Below are links to articles specifically selected by my Team of Experts especially for you:


Life Expectancy Worksheet

Plan Your Power Years in 3 Steps

Basic Items to Consider Before Creating an Estate Plan

Do I Owe An Estate Tax

Should All of Your Property be in Joint Ownership with Your Spouse?

Various Estate Planning Techniques

Durable Power of Attorney

Revocable Living Trusts: Advantages and Disadvantages of Trusts

Charitable Trusts

How Much Does Estate Planning Cost ?








 

For Anyone 55+

It is estimated that by 2013 40% of the U.S. population will be 55 or older. I understand the changing needs of buying and selling of this ever-growing age group.  I am continually updated on issues and topics as it relates to those 55+ so I can best serve them. I have also assembled a professional Team of Experts that will be available to help those 55+ in their decisions and in getting their questions answered.


Gary Bosco, Bill Darbee and James Hammond, Attorneys


Ned Kleinke, CPA


Daniel McEvoy, Banking


Branden Minuth, SmithBarney,  Investments


Ambrose & Squire Funeral Homes, Brian Vos, Ed Heinlein


Randy Podleski, Painter


Links for those 55+

  1. www.medicare.gov

  2. www.ssa.gov

  3. www.nia.nih.gov

  4. www.aoa.gov

  5. www.ncoa.org

  6. www.agingwithdignity.org

  7. www.AARP.org

  8. www.asaging.org

  9. www.healthyaging.net

  10. www.caregiverslibrary.org

  11. www.caregivers.org

  12. www.generationsonline.com

  13. www.50plus.com

  14. www.seniornet.org

  15. www.hhs.gov/aging

  16. www.cdc.gov/aging

  17. www.epa.gov/aging

  18. www.agingstats.gov

  19. www.agingresearch.org

  20. www.infoaging.org

  21. www.civicventures.org

  22. www.seniorsrealestate.com

Support the efforts of the Alzheimer’s Foundation of America (AFA) or the Alzheimer’s Association. Both are non-profit organizations and your contributions are tax deductible.  No one should face this disease alone.

www.alzfdn.org

www.alz.org