Council on Aging Answers 2017 - 67

COUNCIL ON AGING - SOUTHERN CALIFORNIA
BUSINESS LISTINGS
SECURE FIDUCIARY SERVICES
Mark L. McKibbin/California
Licensed Professional Fiduciary
146 W. Bastanchury Road
Fullerton CA 92835-2502
(714) 293-2416
www.securefiduciary.com
Licensed for Court Appointments
as Conservator or Trustee. Other
services include Trust Management,
POA for Finances and /or Healthcare,
Care Management and Bill Payment.

FINANCIAL
NEW AMERICAN FUNDING
14511 Myford Road, Suite 100
Tustin CA 92780
(888) 787-0854
www.newamericanagent.com/
ellenskaggs

LEGAL

ORANGE COUNTY BAR
ASSOCIATION (OCBA) LAWYER
REFERRAL & INFORMATION
SERVICE
24/7 Legal assistance available for
Criminal, PI/PD and Family Law
(877) 257-4762 or (949) 440-6747
info@lrisoc.org
www.lrisoc.org
A non-profit serving O.C. for over
55 years by providing the public
with qualified Orange County
attorney referrals and legal services
information. Modest Means
Program available for those who
qualify. One-time referral fee may
apply.

Wrinkles should
merely indicate where
smiles have been.

MORTGAGE LENDING

THE HECM GROUP-REVERSE
MORTGAGE SPECIALISTS
CA Bureau of Real Estate-Real Estate
Broker#01901204-NMLS#833121
Irvine CA 92603
(714) 746-8801
www.thehecmgroup.com
david@thehecmgroup.com
(800) 465-1404 #500
The Proton Group, Inc. dba The
HECM Group. Learn how a Reverse
Mortgage Loan can become part of
your retirement strategy with a FREE
consultation in the privacy of your
home.
LINDA LEWIS, NMLS #388237
Resolute Bank
Reverse Mortgage Specialist
(949) 278-4392
(800) 456-7542
www.ReverseWithLinda.com
Based in O.C., providing Reverse
Mortgages for 8 years. Helping
seniors research this option for
funding retirement, in-home care,
etc. No sales pitch.

REVERSE MORTGAGES PLUS
16742 Bayview Drive
Sunset Beach CA 626-482-9771
(866) 362-1653
www.reversemortgagesplus.info
Is a reverse mortgage or a
conventional mortgage the best
choice for you and your family
today? I offer 20 years as a licensed
mortgage advisor. My priority is
to help you understand and be
comfortable with your options.

NOTARY
NOTARY-DOCS MOBILE NOTARY
SERVICE
125 Islington
Irvine CA 92620
(949) 302-9244
www.Irvinenotarypublic.com
We provide service for general,
specific and specialized documents.
We provide notary service to all of
Orange County and will travel to
surrounding areas.

PROBATE LAW
LAW OFFICE OF JOSEPH M. GEIS
24031 El Toro Road, Suite 301
Laguna Hills CA 92653
(949) 988-0990
(949) 988-0991
www.GeisLaw.com

DID YOU KNOW...

Probate Law Facts
AB 139, a new law known as the "Revocable Transfer on Death Deed" (RTDD)
has been passed making it easier for Californians to transfer real property valued
under $150,000 without a will, trust or probate. Much like a will, transfers under
this bill take effect on the transferor's death and RTDD can be revoked at any time
prior to death.
While this law offers an easier less expensive method for the transfer of real property, it may also result in unintended consequences. Consult a professional to determine your appropriate course of action. For more information about AB 139 go
to www.findlaw.com. -Kelli Jean Morris, JD, LLM
Council On Aging-Southern California | 714-479-0107 | www.coasc.org	 Answers Guide 2017

67

FINANCE & LEGAL

UDIRECT IRA SERVICES, LLC
8 Corporate Park, Ste 210
Irvine CA 92606
(714) 831-1866
(866) 447-6598
info@udirectIRA.com

FIDUCIARY - PROBATE LAW


http://www.securefiduciary.com http://www.reversemortgagesplus.info http://www.thehecmgroup.com http://www.lrisoc.org http://www.newamericanagent.com/ http://www.Irvinenotarypublic.com http://www.ReverseWithLinda.com http://www.GeisLaw.com http://www.findlaw.com http://www.coasc.org

Table of Contents for the Digital Edition of Council on Aging Answers 2017

Contents
Council on Aging Answers 2017 - Intro
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