Katie Bauer

512 455 5555
KW
Do you have an aging Family Member? 
We help seniors & their families plan for the future and beyond with legacy planning, family feud prevention planning, real estate planning, and helping them live the highest quality of life as long as possible. 

✨Seniors, Retirees & Trustees - What can a Real Estate Plan do for you and your family? 
There are many books on how to raise children, but there is little support available for seniors on the transition into Retirement Living. The same goes for Trustees - did you know you have 21 responsibilities?

🤲 That's where I come in as a Senior Advocate and Real Estate Planner. I went through this process with my own Grandmother - Through seminars and education I share our experiences, challenges and resources of this process to empower families to self-discover which options are right for them. 

🌟 Here's what you can expect to learn: 
- How to build, protect and transfer Generational Wealth (e.g., keep your wealth in the family)
- How to eliminate family disputes
- Investors/multi-property owners: how to avoid (eliminate?) Capital Gains taxes & "bulletproof" your 1031x's
- Legacy planning that isn't available elsewhere!

👇 The upcoming Seminar schedule is below. 👇
📲 Call me to secure your spot (and your lunch!). 
Lunch is provided & registration is required. 
Please call Melissa Tierney at 805-456-3667 OR submit an email below.
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