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Updated over 6 years ago,

User Stats

17
Posts
5
Votes
Tina C.
  • Long Beach, CA
5
Votes |
17
Posts

Financial planner referral for retiring parents

Tina C.
  • Long Beach, CA
Posted
My parents will be retiring within the next 2 years and looking to relocate from Maryland to Los Angeles. They currently own their home free and clear but we are unsure as to the best way to leverage the HELOC they currently have available and whether or not the future purchase in Los Angeles should hold title in a family trust. Any feedback, suggestions and referrals would be greatly appreciated. Thank you in advance!

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