Supporting an aging parent can be one of the most emotional, complex, and overwhelming seasons of a family’s life.

If you’re an adult child quietly carrying this responsibility, you know the feeling: trying to make the right decisions while juggling careers, kids, finances — and the pressure of not wanting to make a mistake that could affect your entire family’s legacy.

The truth is, most families don’t realize what’s at stake until it’s too late.

The 21 Responsibilities of Trustees — and Why They Matter

At the center of so many of these decisions is real estate — often the family’s largest asset — and the person who steps in as Trustee when the time comes.

Here’s what most people don’t know: There are 21 distinct legal and fiduciary responsibilities that a Trustee must navigate. Missing just one can create years of stress, costly legal problems, and family conflict.

That’s why planning ahead matters. It’s not just about documents. It’s about clarity, preparation, and ensuring your loved one’s wishes are honored with dignity.

For Tired Landlords: There Is an Exit Strategy

We’ll also be speaking directly to those of you who are still managing rentals — answering tenant calls, doing maintenance runs, and handling the stress.

You don’t have to give up income to gain freedom. There are strategies to exit active landlording while still generating passive income from your real estate.

Our Power Team of 4: A Santa Barbara-Only Resource

This is what makes our approach unique. At these seminars, you won’t just hear from me.

You’ll hear from our Power Team of 4 — a trusted Attorney, Financial Planner, Lender, and Senior Transition Specialist (me!) — working together to help you and your family see the full picture.

This level of collaboration simply doesn’t exist anywhere else in Santa Barbara. We created it for families like yours, who want to do this right.

A Final Thought

Retirement is a personal decision, but it’s always a family affair.

Don’t wait until you’re in crisis mode to get answers. Come learn, ask questions, and leave with a plan.

🔗 Reserve your spot here: Registration Link

It's better to be 5 years too early than 5 minutes too late. Let’s give our parents the support — and dignity — they deserve.

— Melissa Tierney Certified Real Estate Planner℠ | Senior Transition Specialist Tierney & Co. | Real Estate Planning & Senior Downsizing Concierge