How to Protect Your Family's Legacy Through Smart Real Estate Decisions

I am reposting a valuable article from my trusted Oasis Senior Advisors partners, Jill and Shawn Charles. This article offers resources and guidance to help Veterans find the right care solutions. You can find a link to their website under my "Professional Partners" tab.

Shawn Charles

(480) 519-7962

scharles@youroasisadvisor.com

The U.S. Department of Veterans Affairs (VA) offers several programs and services to help Veterans access the long-term care they need. From financial assistance programs to residential living options and programs that support Veterans who live at home, VA aims to help U.S. military Veterans live comfortably and access the care they need. Here, we explain 16 Veterans benefits that senior Veterans can receive to maximize their quality of life, safety, and comfort, whether they live at home or in a long-term care facility.

Financial assistance programs for Veterans

VA offers various financial assistance programs to U.S. military Veterans. Some provide additional income to individuals who have significant health needs. Other programs offer loans to Veterans, and still others provide grants that allow Veterans to improve their homes without needing to repay the funds. Let’s explore these financial programs designed specifically for Veterans.

Aid and Attendance benefit

Veterans who require assistance with daily living may qualify for additional income each month through the Aid and Attendance benefit. This VA benefit provides income directly to qualifying Veterans. Surviving spouses can also qualify for this benefit. Currently, certain eligible benefit recipients can receive over $2,000 per month. The actual amount received depends on a number of factors.

To qualify, Veterans must meet requirements in military service, health needs, and income. Generally speaking, the military service criteria require that the Veteran served in active duty during an approved wartime period (though serving in an active combat zone is not required). The Veteran must require help with at least two activities of daily living, need to live in a facility to protect their safety due to a cognitive or other health issue, or have a severe vision impairment that meets the VA’s criteria. The Veteran must also meet the net worth limit set by Congress.

Veterans interested in applying can do so on their own through VA or work with a third party who can help them determine their eligibility. Applying on your own can be difficult, as the rules and instructions are not clearly defined, and the application is lengthy and complicated. Finding a trained professional to work with can help ensure you’ve completed the application properly and help you get your benefits in a timely manner.

VA home loan

Aging in place, or living at home for as long as possible, is often the ideal situation for many people. However, doing so can require the funds to purchase a home or improve its accessibility. Veterans who need financial assistance to make their homes safer and accommodate their care needs may qualify for a VA home loan.

The U.S. government backs these loans, and the VA guarantees a portion of the loan to lenders. With the VA standing behind the Veteran in the loan, the lender often offers desirable terms. The borrowing Veteran could have a zero or low down payment, a lower interest rate, or a cap on closing costs, among other benefits.

To qualify for a VA loan, the Veteran must meet certain service requirements and get a Certificate of Eligibility from VA.

The Special Home Adaptation grant

The Special Home Adaptation (SHA) grant provides funding to qualifying Veterans who want to buy or modify a home to meet their needs due to a service-connected disability. The Veteran can use funds to buy or build a home or modify their existing home. 

In addition to meeting health and disability requirements, the Veteran must also own or soon own the home they want to improve or purchase. Eligible individuals can apply online through eBenefits, by mail, or in person after filling out VA Form 26-4555.

The Temporary Residence Adaptation grant

Help is also available to Veterans who temporarily live in a home that doesn’t meet their accessibility needs. If a Veteran would qualify for the Special Home Adaptation (SHA) grant or the Specially Adapted Housing (SAH) grant but temporarily lives in a family member’s home, the Temporary Residence Adaptation (TRA) grant may be able to help fund necessary modifications to support the Veteran’s accessibility needs.

The Veteran must meet disability criteria and not own the home they want to modify. Veterans can apply online through eBenefits, by mail, or in person after filling out VA Form 26-4555.

The Home Improvements and Structural Alterations grant

This grant is for Veterans who are not seeking to fund new construction but instead want to fund home modifications to improve accessibility in their homes. The Home Improvements and Structural Alterations grant can cover alterations to home entrances, installations of roll-in showers or walk-in bathtubs, adjustments to counter heights, and other accessibility improvements.

To qualify for the grant, the Veteran must meet various criteria and receive a prescription written by a VA physician deeming the improvements necessary. The Veteran must also complete the application, submit a notarized statement from the owner (if the Veteran rents the home) approving the improvement, obtain an estimate of project costs, and submit a photo of the original unimproved space.

Residential care facilities for Veterans

Some Veterans may need significant assistance with activities of daily living, so moving to a residential community may be the best way to maintain comfort and a good quality of life. Others may opt to live in facilities because of the camaraderie, socialization, and round-the-clock access to care staff and professionals. While there are many senior living communities across the country, VA provides two types of communities specifically serving U.S. military Veterans: VA nursing homes and state Veterans homes.

VA nursing homes

A nursing home is a residential long-term care facility that helps people who need ongoing skilled nursing care or significant assistance with personal care tasks, like bathing, dressing, eating, and other activities of daily living. These facilities staff skilled nursing professionals, like registered nurses and other skilled care professionals. They provide skilled care, like wound care, medication administration, and other nursing tasks. While there are many nursing homes across the U.S., the VA operates its own nursing homes, also called VA Community Living Centers, that cater to U.S. military Veterans.

To live in a VA nursing home, the Veteran must meet certain eligibility criteria, including service-connected status, level of disability, and income limits. The Veteran must also be enrolled in the VA health system and be medically and psychiatrically stable.

Depending on the Veteran’s service-connected disability and financial status, they may be responsible for a copay. VA social workers and case managers can advise interested Veterans, and applicants can complete the Application for Extended Care Benefits (VA Form 10-10EC) to apply for residency.

State Veterans homes

State Veterans homes are residential communities that provide varying levels of care, like independent living, assisted living, memory care, skilled nursing, and adult day health care. The state where the facility is located owns and operates the community.

A benefit of living at a state Veterans home is that most residents are U.S. military Veterans. Some state Veterans homes may admit non-Veteran spouses and Gold Star parents, while others may admit only Veterans. This allows residents to bond through a shared experience with the military, fostering and supporting strong relationships. Not only do the residents better understand one another, but the staff are also trained on unique issues that Veterans may face, such as PTSD, depression, and other common challenges that can result from time served in the military.

Interested Veterans must apply for residency. State Veterans homes are located throughout the country.

Help at home for Veterans

Many Veterans choose to live at home, but even if they do not live in a VA residential community or a senior living facility, they may still need care services and support to live independently. There are a number of services that help Veterans who live in the community rather than in a facility. From adult day health care and respite care to homemaker services and even end-of-life care at home, VA offers a range of services to eligible Veterans. Let’s take a look at those services now.

Adult day health care (ADHC)

Veterans who live at home may live alone or with a family member. Adult day health care (ADHC) services could be just what the Veteran and their caregiver need to live successfully at home. VA adult day health care programs operate during the day and provide care and socialization for Veterans. On-staff and visiting professionals, including social workers, nurses, therapists, and other health care professionals, provide care in these programs.

Veterans can utilize this program as often as needed, whether a few days per week for part of the day or on a full-day schedule. ADHC programs can be found at VA medical centers, state Veterans homes, or other organizations if none exist in the Veteran’s area. 

The programs can also offer family caregivers a much-needed respite from caring for the Veteran. The caregiver will know that their Veteran loved one is in good hands and getting the specialized care they need while the caregiver can have time for themselves or handle other life responsibilities.

If a Veteran is eligible for community care and meets the clinical criteria for the service, and if there is an ADHC program in the area, the Veteran can participate. VA care managers can guide interested Veterans on the application process and explain the potential copay the Veteran may have based on their disability and financial status.

Respite care

Veterans with family caregivers, like spouses or adult children, may benefit from VA respite care services. Respite care can benefit both the individual and their caregiver by providing care while the family member takes a break from their usual caregiving responsibilities. 

VA respite care is convenient because Veterans and their families can access services in a few ways:

• Veterans who live at home can have a respite caregiver come to the home to provide services. 
• The Veteran can also attend a VA adult day health care program if there is one in their area. 
• For longer periods of care, the Veteran can receive respite care services at a nursing home. This option may be suitable for Veterans whose caregivers need to be away for a few days due to a trip or another longer-term responsibility. 

Veterans may qualify for VA respite care services if they meet the criteria and if these services are available near them. Services vary by location. The Veteran may be responsible for a copay based on their disability status and financial situation. VA case managers can help interested Veterans determine eligibility, learn if they have a copay, and apply for the service.

Home-based primary care (HBPC)

VA’s home-based primary care (HBPC) program can offer invaluable help to Veterans who find it difficult to leave home for medical care. This service brings health care to the Veteran’s home if they live within 40 miles of a VA medical center. Medical professionals, such as physicians, nurses, therapists, dietitians, and other health care professionals, can provide services in the Veteran’s home. 

Veterans who are enrolled in the VHA Standard Medical Benefits Package are eligible to receive home-based primary care if the service is available in their area and they meet the clinical criteria. VA case managers can help Veterans learn whether they meet the requirements and whether there is a program in their area.

Skilled home health care

Skilled home health care can be an important part of a Veteran’s recovery from an injury or hospitalization. The skilled home health care program provides skilled nursing services to Veterans transitioning home from a hospital or skilled nursing facility but still needing care at home.

If a Veteran is eligible for community care and meets other criteria, they may qualify for the skilled home health care program. VA case managers can help determine eligibility and assist the Veteran in applying for the service.

Homemaker and home health aide program

If a Veteran needs help with activities of daily living and maintaining their home’s cleanliness, the VA homemaker and home health aide program may be a great fit for their situation. Through this service, the Veteran receives care through a VA-approved home care agency that sends caregivers to the Veteran’s home. Typically, these caregivers can help with light housekeeping, meal preparation, and assistance with bathing, dressing, and other activities of daily living.

Veterans eligible for community care may qualify for the homemaker and home health aide program. VA case managers can help Veterans determine whether they qualify and will have a copay in addition to helping them receive the services.

Home hospice care

Veterans can receive home hospice services during their final stage of life. As with typical hospice services, providers help manage the patient’s symptoms while the patient is no longer seeking curative treatments for their illness or condition. In addition to symptom management, the Veteran’s family and loved ones can receive grief counseling services.

This service is part of the VHA Standard Medical Benefits Package. Enrolled Veterans are eligible for home hospice care if their physician determines there’s a clinical need. Hospice care requires no copayments from the Veteran. 

Palliative care

Through the VA palliative care program, Veterans work with doctors, nurses, social workers, and other professionals to manage pain and other symptoms associated with one or more chronic conditions. Although palliative care may seem similar to hospice in that it also aims to manage chronic conditions and maximize quality of life, the two should not be confused. The main difference is that patients can use palliative care services while receiving curative treatments, whereas those receiving hospice care cannot. 

The palliative care program is part of the VHA Standard Medical Benefits Package. A Veteran may be eligible if they demonstrate a medical need for it. VA social workers can help determine potential copays and processes for initiating this type of care.

Home telehealth assistance

The home telehealth assistance program allows Veterans living at home to use technology to monitor their health and communicate with their health care providers. With remote patient monitoring, health care providers can access real-time data about the Veteran patient. Phone visits and video communication can allow Veterans who are homebound or live far from their providers to contact doctors quickly and as needed.

Veterans can talk with their health care provider at the nearest VA medical center about the home telehealth assistance options in their area.

Veteran-directed care

Veteran-directed care is an approach to how the Veteran chooses to receive their care rather than a specific type of care. Many Veterans receive care from VA-directed health care providers, but through Veteran-directed care, the Veteran chooses their own care service providers. They are responsible for hiring, managing, and paying their providers with the budget they receive. This program fosters autonomy and allows the Veteran to take the lead on who provides their care.

To participate, the Veteran must be eligible for community care and meet health requirements. VA social workers can work with interested Veterans to determine the individual’s eligibility and inform them on how to get started.

Whether a senior Veteran wants to live at home or in a long-term care community, VA may be able to help coordinate the care they need. When inquiring about care benefits, it is often helpful to contact the local VA care coordination office or a VA social worker, who can help guide the process. Veterans and families can find their nearest VA facility through VA’s facility locator and look up care coordination contacts by medical center.

If you’re exploring senior care options for a loved one, Oasis Senior Advisors can help you compare communities, understand different levels of care, and narrow down choices that fit their needs, preferences, and budget. Contact your local Oasis Senior Advisor to get started

REPOST:

 Teaming Up to Buy: Co-Buying Goes High-Tech

June 1, 2026

Real Estate Technology, Working With Buyers, Working With Sellers

By: Melissa Dittmann Tracey

Technology companies are stepping in to connect buyers who want to pool funds together for homeownership.

With home prices high, some buyers are asking, “What if I didn’t have to cover the down payment alone?” By taking a team approach—pooling funds with friends, family or even strangers—the cost of homeownership could feel more manageable.

Nikki Merkerson

LEGACY TRANSITIONS REAL ESTATE  |  SCOTTSDALE, ARIZONA

"Building Legacies, One Move at a Time."

Rightsizing vs. Downsizing

Mary Levendi, SRES®, Probate Certified, Realtor®

Many homeowners are discovering that the next chapter doesn't mean letting go,

it means choosing wisely.

If you or someone you love is standing at that crossroads wondering whether it's time to leave the home where birthdays were celebrated, holidays were gathered, and memories were made, this guide is written for you. Not with pressure, not with a checklist of reasons to rush, but with the clarity and warmth that a decision of this magnitude deserves.

Two words get used almost interchangeably in conversations about senior moves: downsizing and rightsizing. But they carry very different meanings, very different emotional weights, and very different outcomes. Understanding the distinction can change the entire experience from one that feels like loss to one that feels like purpose.

Here in Scottsdale, Arizona, where the desert light is generous and the communities designed for active adults are among the finest in the country, your options are richer than you may realize. Let's explore them together.

Section 1: What Is Downsizing?

Downsizing is the familiar word and for most people, it carries a particular sting. It implies reduction. Less space. Fewer rooms. Letting things go. At its most clinical, downsizing means moving to a smaller home, typically to reduce costs, maintenance demands, or both.

The motivations are often practical and understandable:

●     Children have grown and moved away, leaving rooms unused

●     Property taxes, HOA fees, or utility costs have grown burdensome

●     Yard maintenance, pool upkeep, and general home care feel overwhelming

●     Health considerations make a single-story or accessible layout necessary

●     A desire to free up equity for retirement income or estate planning

The Honest Pros and Cons

There are genuine financial advantages to moving to a smaller home. Lower mortgage or rent, reduced utility bills, and simplified maintenance can meaningfully improve cash flow and peace of mind. Releasing equity from a longtime Scottsdale property, particularly in appreciated areas like North Scottsdale or McCormick Ranch, can fund travel, gifting to family, or charitable legacy goals.

But downsizing, when approached purely as subtraction, can leave people feeling diminished. The language around it often reinforces that feeling: "We had to downsize." That phrasing places the person in a passive role, as if the decision were made for them rather than by them.

Section 2: What Is Rightsizing?

Rightsizing reframes the entire conversation. Rather than asking "how do I fit my life into something smaller?", rightsizing asks a better question: "What does the right home look like for the life I want to live now and in the years ahead?"

The answer may involve a smaller home. It may not. A couple who moves from a 3,500-square-foot family estate into a beautifully appointed 2,000-square-foot lock-and-leave condo in Gainey Ranch isn't downsizing, they are rightsizing. They are aligning their home with their lifestyle, their health, their values, and their vision for what legacy looks like in the next chapter.

Rightsizing is an active, empowered choice. It considers:

●     Lifestyle alignment — Does the home support how you actually live today?

●     Health and accessibility — Is single-story living, proximity to medical care, or walkability important?

●     Community and connection — Does the neighborhood foster the relationships and social engagement you want?

●     Legacy and estate goals — How does this property decision interact with your estate plan, family gifts, or charitable intentions?

●     Joy and purpose — Does this home inspire you, or simply shelter you?

When framed through rightsizing, the move becomes a declaration not a retreat. It says: I know who I am, I know what matters, and I am choosing my home accordingly. That is a profoundly different story to tell.

Section 3: Through the Legacy Lens, How to Choose

Legacy is not only about what we leave behind financially. It is the story we tell with our choices — the values we model for our children and grandchildren, the way we steward our resources, and the manner in which we move through the seasons of life. Your home is one of the most visible chapters of that story.

Before making any decision, sit quietly with these questions. Write them down. Talk through them with someone you trust — a family member, a financial advisor, or a real estate professional who specializes in senior transitions.

Questions to Ask Yourself  and Your Family

●     Does this home still serve me? Not the home you bought 25 years ago for a different season of life, but you today. Your mobility, your energy, your desires.

●     Does it serve my family's future? Is this property part of an estate plan? Would it be easier to transition as a gift, a sale, or an inheritance if you acted now versus later?

●     What story does staying or moving tell? If your children watched you make this decision, what would they learn about courage, intentionality, and wisdom?

●     Am I holding on for me, or for them? Many parents stay in oversized homes believing their children want them to. Often, adult children simply want their parents to thrive.

●     What does freedom look like at this stage? For many, freedom is less square footage to manage and more experiences to pursue.

Section 4: Scottsdale-Specific Options for Your Next Chapter

One of the most exciting aspects of making this move in the Phoenix / Scottsdale area is the extraordinary range of communities purpose-built for active adults. This is not about settling it is about upgrading your lifestyle in ways that a large family home simply cannot offer.

Sun City and Sun City West

These established communities in the greater Phoenix-Scottsdale corridor remain among the most recognized active adult destinations in the country. With abundant amenities, golf courses, recreation centers, arts programs, and a deep social culture, they offer remarkable value. Median home prices remain accessible, making them an excellent option for those seeking to maximize equity release from a higher-value property.

McCormick Ranch

One of Scottsdale's original master-planned communities, McCormick Ranch spans 4,200 acres and is home to 27,000 residents. With 10 scenic lakes, two golf courses, 25 miles of walking and biking paths, and the recently opened luxury 55+ community at 55 Resort Scottsdale, the first multifamily development built within McCormick Ranch in 30 years this area offers both resale homes and new active adult residences in one of Scottsdale's most beloved neighborhoods.

Gainey Ranch Area

For those seeking luxury rightsizing without sacrificing location or prestige, the Gainey Ranch corridor offers stunning condominium and townhome options with resort-level amenities, golf, and proximity to world-class dining and retail. A lock-and-leave lifestyle is genuinely aspirational allowing you to travel freely, then return to a maintained, secure home.

North Scottsdale Golf Communities

Communities in the DC Ranch, Troon, and Pinnacle Peak areas offer custom and semi-custom homes on smaller, more manageable lots often with HOAs that handle exterior maintenance. These are ideal for homeowners who wish to remain in the luxury tier but shed the burden of a large estate property.

Luxury Lock-and-Leave Condominiums

The rise of upscale condominium living in central and north Scottsdale has created remarkable options for active adults who want full-service amenities, concierge services, and zero exterior maintenance without leaving the prestigious ZIP codes they love.

Section 5: Downsizing vs. Rightsizing — A Side-by-Side Comparison

Section 6: How to Begin, A Simple Three-Step Process

The idea of making a major move can feel enormous. But the process of getting clarity doesn't have to be. Here is a straightforward starting point, one step at a time.

Step 1: Assess - Understand Where You Are

Begin with an honest, compassionate inventory of your current home and life. Walk through your home and ask: What do I use? What do I love? What creates stress rather than peace? Schedule a no-obligation home evaluation with a senior transition real estate specialist who can give you a current market value you may be surprised by the equity you have built. Simultaneously, review your estate documents with your attorney or financial advisor to understand how your home fits into your overall plan.

Step 2: Explore - Discover What's Possible

Visit two or three communities that align with your lifestyle interests whether that's a golf community, a social lock-and-leave condo, or a master-planned neighborhood. Let yourself be curious, not committed. This step is about expanding your vision of what life could look like, not narrowing it prematurely. Bring a trusted family member or close friend who knows you well and can offer perspective without pressure.

Step 3: Decide - Choose with Intention, Not Urgency

A well-informed decision made from a place of clarity and purpose is one you will never regret. Work with a real estate professional who specializes in senior transitions and understands not just the market, but the emotional and estate dimensions of your move. The right timing, the right property, and the right guidance make all the difference between a transaction and a legacy decision.

LEGACY TRANSITIONS REAL ESTATE  |  SCOTTSDALE, ARIZONA

"Building Legacies, One Move at a Time."

Specializing in Senior Transitions  |  Probate Real Estate  |  55+ Community Guidance  |  Estate-Sensitive Home Sales  |   Serving the Greater Phoenix Area

Published June 2026  |  For informational purposes. Not legal or financial advice. Consult qualified professionals for estate and financial guidance.

Mary Levendi, SRES®

21020 N Pima Rd, Scottsdale, AZ 85255

480-200-7244

mary@levendirealty.com

www.levendirealty.com

Protecting Your Legacy: How to Prevent Property Deed Fraud

What Is Deed Fraud?

Deed fraud occurs when someone illegally transfers ownership of your home by forging your name on a deed or other ownership document. Once recorded, scammers may try to sell the property, take out loans, or transfer ownership without your knowledge.

The good news: with a few proactive steps, you can dramatically reduce your risk and stay one step ahead of fraudsters.

Why Homeowners Should Be Alert

Our state is frequently targeted due to:                                          

• Seasonal and part‑time residents
• A large senior population
• Homes held in trusts or estates
• Investment and rental properties

These factors make it easier for scammers to act without being noticed.

Your #1 Protection: Sign Up for Maricopa County’s Free Property Alert

Register your name and parcel number — it takes just a few minutes.

Maricopa County offers a free, official alert system that notifies you any time a document is recorded under your name or property parcel.

This is one of the strongest protections available because it alerts you immediately if someone attempts to file a fraudulent deed.

For more information call the Maricopa County Recorder at 602-506-3535 or go to their website

at https://recorder.maricopa.gov/recording/title-alert.html

Additional Ways to Protect Your Property

• Keep your mailing address updated with the county
• Check your property records annually
• Shred sensitive documents and protect personal information
• Use a trust or LLC when appropriate (consult your attorney)
• Verify unexpected calls or offers with a licensed professional

Warning Signs of Possible Fraud

• Mail addressed to someone else at your property
• Unexpected lender or title company notices
• Changes to your property tax statements
• Someone claiming they purchased or leased your home

If You Suspect Fraud

• Contact the Maricopa County Recorder’s Office
• File a report with local law enforcement
• Notify your title company or real estate attorney
• Consider placing a fraud alert on your credit

If you’d like help reviewing your property records or ownership documents, I’m here to support you.

Mary Levendi | Seniors Real Estate Specialist (SRES®) | RE/MAX Fine Properties

Safeguarding your home, your equity, and your legacy

Your legacy isn’t just what you leave behind — it’s what you build today

As a Seniors Real Estate Specialist, I see every day how much stability, dignity, and connection matter in the later chapters of our lives. The organizations below are doing extraordinary work for Arizona’s seniors — and the Arizona’s Qualified Charitable Organization (QCO) Tax Credit is one of the most powerful, underused tools for supporting these programs.

Instead of sending your full state income tax payment to the Arizona Department of Revenue, you can redirect a portion of it to a certified nonprofit that supports vulnerable seniors — all while keeping your tax liability the same. It’s a dollar‑for‑dollar credit, not a deduction.

Get Double the Tax Benefit!

Here’s where it gets even better: your donation to a QCO can provide both a state tax credit and a federal tax deduction!

• State Tax Return: Dollar-for-dollar credit on your Arizona state taxes (up to $495 or $987 depending on your filing status).
• Federal Tax Return: If you itemize deductions on your federal tax return, you can also deduct your QCO donation as a charitable contribution, which can reduce your federal taxes.

*Always consult a tax professional for advice.

Why This Matters for Your Legacy

Every family I work with is navigating some form of transition — downsizing, caregiving, estate planning, or preparing for their next chapter. These decisions aren’t just financial; they’re deeply emotional.

Directing your tax dollars toward senior‑serving nonprofits is a way to:

•           Strengthen the community you may one day rely on

•           Support older adults who don’t have family nearby

•           Model generosity and stewardship for your children and grandchildren

•           Create impact without increasing your expenses

The Arizona Department of Revenue (ADOR) maintains the official, always‑updated list of Qualified Charitable Organizations (QCOs), along with full details about the tax credit program. To see the full list of eligible nonprofits and verify QCO codes, visit the links below.

https://azdor.gov

https://azdor.gov/tax-credits/credits-contributions-qcos-and-qfcos

Qualified Charitable Organization Helping Seniors 

Average Cost of Health Care by Age and US State - KIPLINGER article by ADAM SHELL

Average Cost of Health Care by Age and US State

KIPLINGER article

ADAM SHELL - last updated August 13, 2025

https://www.kiplinger.com/retirement/average-cost-of-health-care-by-age

This article contains comprehensive and easy to understand informantion that I found timely and valuable. I encourage reading the highlighted links pertaining to investment planning for Long Term Care options.

KIPLINGER is always a winner!

I highly recommend my Financial Planner, John Chichester and Team, with all aspects of personal and business financial and estate planning. 

john@chichesterfinancial.com

602-821-4877

R.O.S.E. Resources/Outreach to Safeguard the Elderly

I had the pleasure of meeting - in person - Joyce Petrowski, the torchbearer against elder fraud awareness and protection.

Since becoming a Seniors Real Estate Specialist, I have highlighted her website under my "Senior Resources" tab and subscribe to her weekly newsletters that shine light on scams to be aware of. Her tips are helpful regardless of age and I highly recommend taking a look at what she has to say. I can promise with 100% certainty you will learn a new way to protect yourself from fraud that you were not aware of before. At the very least, you will learn where you can turn if you are a victim of fraud.

Thank you, Joyce!

https://roseadvocacy.org/

https://www.visitphoenix.com/

Click on this handy website link to all things happening in Phoenix now that outdoor temperatures are cooler and the smell of the holidays is in the air.

Here is a virtual welcome back-to-town hug for our fair-weather homeowners and vacationers and a big smile and hand-shake to our economy boostin' tourists. 

https://www.visitphoenix.com/

https://www.oasissenioradvisors.com/locations/south-east-valley/