Ultimate Event Planning

03/31/2024

Happy Easter! Thankful for all my blessings and this time for renewal.

03/26/2024

IF YOU DO NOTHING ELSE, put a beneficiary on all of your financial accounts like checking savings CDs, Life Insurance, investments etc. You don't need a will for them to get to your money, just a death certificate. And make a list, preferably by hand instead of your computer, either give it to your trusted person, spouse or put it in your security box at the bank. If the person doesn't know you have a savings account or a CD at XYZ Bank, they can never go get the money. Make sure you have a trusted person that is a signer on the security box at the bank.

🗣 IMPORTANT information to get your affairs in order‼️ Get all paperwork notarized by a Notary. Give multiple copies to each beneficiary plus a scanned copy.

Make sure all bank accounts have direct beneficiaries. The beneficiary need only go to the bank with your death certificate and an ID of their own.

TOD = Transfer On Death deed if you own a home. Completing this document and filing it with your county saves your heirs THOUSANDS. This document allows you to transfer ownership of your home to your designee. All they need to do is take their ID and your death certificate to the county building and the deed is signed over. Doing this will avoid the home having to go through probate.

Living Trust: Allows one to put in writing exactly what you want done in the event you cannot speak for yourself when it comes to healthcare decisions as well as other final decisions.

Durable Power of Attorney: Allows one to designate a person to make legal decisions if you are no longer competent to do so.

Power of Attorney for Healthcare: This document allows one to designate someone to make healthcare decisions for them.

Last Will and Testament: Designates to whom personal belongings will go to, who the Administrator will be. But if you have a beneficiary on any of your financial accounts, that will override a will. For instance if you say I leave all of my possessions to my daughter Susie, but on your savings account the beneficiary is your best friend, then the money goes to your best friend.

Funeral Planning Declaration: Allows one to say exactly one’s wishes as far as disposition of the body and the services.
If the above documents are done, you can AVOID probate.
If all the above is not done, you have to open an estate account at the bank. All money that doesn’t have direct beneficiaries goes into this account. You have to have an attorney to open the estate account. The attorney also has to publicize your passing in the newspaper or post publication at the county courthouse, to allow anyone to make a claim on your property. - It’s a complete PAIN.

Make a list of all banks and account numbers, all investment institutions with account numbers, lists of credit cards, utility accounts, etc. Leave clear instructions as to how and when these things are paid.

Make sure heirs know where life insurance policies are located. 📂

Make 100% sure SOMEONE knows your Apple ID, bank ID account logins and passwords!

Make sure you have titles for all vehicles, campers, etc!
Set up a TRUST for intended beneficiaries, especially those that are too young, and appoint a trustee of said trust.

MOST IMPORTANTLY!!!! - Give copies to multiple people. Talk with those closest to you and make all your wishes KNOWN. Talk to those whom you’ve designated, as well as those close to you whom you did not designate. - Do this to explain why your decisions were made and to avoid any lingering questions or hurt feelings.

⚡️Hope this helps! ⚡️Hope this lights a spark to encourage all your friends and family to take care of these things to make it easier for those we all leave behind!

My hope is that the above list at least helps you start an important conversation with your loved ones...

(REPOST-I DID) and it’s a very necessary conversation.

If you need a Trust written call Jazmyne D. Alverson, Esq.

If you need a financial planner call Ariel Bowie.

If you need a Notary call Xandrea Garay 626-344-7131.

01/30/2024

01/25/2024

Good morning ☀️

01/21/2024

Vendors wanted scan QR code 🤩

01/15/2024

Today and everyday we celebrate Martin Luther King Jr.

01/14/2024

Season 3 loading …

https://podcasts.apple.com/us/podcast/real-estate-queens-kings-and-tings/id1619155820



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Thank you 🤩

‎Business · 2023

01/09/2024

📣I have a HUGE but SMALL favor to ask 🥺 Go to :
https://www.facebook.com/profile.php?id=100047389221619&mibextid=LQQJ4d
.go to the 3 little dots…(on the side of page)

- Hit “View Profile”
- Hit “Invite Friends”
- Select "Invite All"
- Done You’ve SUCCESSFULLY supported my business for $0.00 and less than 1 minute of your time. 📣 Thank you for supporting my business Copied but wanted to share as this is an amazing way to help a small business owner for free. *I highly encourage my small business friends to copy this and use it!*
Thanks in advance! ❤️❤️

California Real Estate Agent�Buyers/Sellers/Investors/Renters�Helping my clients reach their rea

12/29/2023

Good morning 🌞

12/24/2023

Merry Christmas and Happy New Year!
Love,
The Garay Family

12/23/2023

Today meet me here 🤩🥰😍❤️

Thank you Serene Team and Kyle Draper for all your donations 🥰

Thank you Denise Leonard and Secret for all your donations🤗

Thank you to everyone who donated you are all a blessing🙏🏾

Mrs. B's Table

Mr. B's Toy Shoppe is looking for Santa's Helpers!

We need Volunteers to:
✅ Check in families
✅ Man the hot chocolate bar
✅ Arts and crafts tables
✅ Elf shoppers

Special skills Volunteers:
✅ Photographers
✅ Face painters

We are bringing joy to 100 children this year. Help us make it a memorable one!

Link to sign up : https://forms.gle/G4ZUp4QMwFXYc4Wq5

🌟

Event Timing: December 23, 2023 Event Address: 146 N Harvard st. Hemet CA Contact us at (951) 903-5936 or [email protected]

12/13/2023

Grateful Reflections: Celebrating Three Years in Real Estate 🏡 This month marks a three years since I embarked on this incredible journey in the world of real estate, and wow, what a ride it’s been! Firstly, a huge shoutout to every client who trusted me with their home dreams. It’s been a honor guiding each and every one of you through the buying and selling process. Your trust means the world to me! 🙏🏽 I’ve learned so much in these past years– from navigating the market’s twists and turns to the joy of seeing a family find their perfect home. Every challenge was a lesson, and every success, a shared victory! To my fellow agents and mentors, thank you for your guidance and support. Real estate is a team effort, and I’m lucky to be surrounded by such an amazing team exp . Here’s to the phone calls, open houses , paperwork, research , showings, and all the moments that make this journey uniquely ours. Looking ahead, I’m excited for what the future holds. More homes to explore, more stories to be written, and more connections to be made. Thank you, everyone, for being part of this journey. Here’s to another year of growth, learning, and helping more dreams come true.
I can assist you buy or sell real estate in all 50 states including international.
Xandrea Garay -
DRE #02120562
📲 626-344-7131
📩 [email protected]
🌏 www.xandreagaray.com

12/10/2023

Thank you Adetra Jones for having me emcee and organize the fashion show today IE DIVAS CONNECT! I didn’t have time to get any photos. Please share if you were there..

12/07/2023

Hello FB fam it’s that time !!!

Good morning please donate we start getting everything together tomorrow

Please donate a toy or money so I can go buy toys.

All donations are appreciated!

Denise Leonard is servicing 101 families this year 😍❤️😍

Thank you 🙏🏾