REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years

The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King.

Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while helping them through the emotional process of moving on from their long-time home. 

This episode highlights the intricacies of estate planning when parents are holding on to a home they've owned for 20+ years, and exactly what their options are to set themselves up for success in retirement and beyond.

Connect with Bri King:
(661) 433-4485
Bri4re@gmail.com
www.facebook.com/bri4re
www.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQ

Connect with Jerry Citarella:
(661) 255-9555
jcitarella@prosperitasfin.com
www.instagram.com/jerrycitarella/
www.youtube.com/@jerrycitarellapresents

Prosperitas Financial 
661.255.9555 
info@prosperitasfin.com 
www.prosperitasfin.com 
25060 Avenue Stanford, Suite 100 
Valencia, CA 91355

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