That transition to senior care or retirement tends to be a struggle not just for the seniors involved but also for their families. The process of selling highly appreciated homes, real estate, or businesses can cause family friction and misunderstandings, making this period of time particularly paralyzing. In this episode, Brett Swarts speaks with Ted Gottlieb—Senior’s Real Estate Specialist® and The Senior’s Learning Institute Founder. Ted shares with us how he is helping Baby Boomers and their families during this transition, tapping on the value of estate planning, wills and trusts, and the likes. He also talks about the financial and emotional challenges that occur in between this shift and how he is accommodating the seniors’ needs in the process. Tune into this conversation for more insights about senior transition and receiving maximum value and return on your assets.
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