Legal & Financial

Displaying 31 results.

The Estate Planning Process: Your 60's and Beyond

Trust and Estate Planning in Today's Environment

Rossmoor Fund Donor Recognition.

How To Improve Your Estate Plan

Protect Yourself and Loved Ones During Incapacity with Jennifer Wallis

Rossmoor Fund Donor Recognition.

Retirement Plan Assets and Life Insurance in an Estate Plan. Joan Grimes

Building A Better Estate Plan. Joan Grimes

Trust and Estate Planning in Today's Environment. Joan Grimes

Financial Forum - The Three I's

Rossmoor Fund Donor Recognition.

Documents Everyone 55 and Up Should Have Completed

Investing For Older Americans

End of Life Financial and Health Care Planning

What To Tell Your Executor or Successor Trustee. Joan Grimes

Disaster Insurance

Planning for Incapacity

Trust Administration. Joan Grimes

Estate Planning Update. Joan Grimes

Financial Forum - Elderly Abuse Awareness

Financial Forum - Seeing through the Forest

Getting Your Affairs in Order with Karen Hinojosa from Contra Costa Senior Legal Services

Protecting Yourself: Elder Abuse and Financial Scams with Emily Milstein from CCSLS

Home Ownership Protection for Elders with Emily Milstein from Contra Costa Senior Legal Services

Take Charge! Safeguard Your Assets & Identity with Emily Milstein from Contra Costa Senior Legal Services

Real Property and Estate Planning

Unique Estate Planning & Trust Administration Issues in Rossmoor. Joan Grimes & Jennifer Wallis

What Will Become of You? Housing During Incapacity. Joan Grimes & Jennifer Wallis

What Will Become of You? It is all about the Money! Joan Grimes & Jennifer Wallis

What Will Become of You? Joan Grimes & Jennifer Wallis

Avoiding the Knot Joan Grimes & Jennifer Wallis