Navigating the Next Chapter: Real Estate & Legacy Planning Series
Join us for a monthly educational series designed to help you make smart, confident decisions about real estate, retirement, and estate planning. Hosted by Legacy Investments & Real Estate, each presentation is led by a knowledgeable professional with real-world experience and practical advice to share.
Whether you're preparing to sell or rent your home, exploring tax-advantaged strategies like 1031 Exchanges, or simply want to ensure your estate plan is on the right track, these sessions are built to give you clarity and confidence.
This series is open to members and spectators of the Lincoln Hills Senior Softball League, as well as anyone in the community interested in learning more. Each session is free to attend and packed with valuable, easy-to-understand information.
if you’re interested in attending one of these events, please let us know so you can be notified when the details are announced.
Common Estate Planning Mistakes
Avoid the Pitfalls That Could Undermine Your Legacy
Join us for an eye-opening session on the most common estate planning and trust mistakes, and learn how to avoid them. We'll cover critical missteps like failing to fund your trust, choosing the wrong trustee, neglecting to update your documents, and underestimating long-term financial needs. This presentation is perfect for anyone who wants to safeguard their assets, ensure their wishes are honored, and ease the burden on their loved ones.
Event Details TBA
Preparing to Sell or Rent Your Home
Get Your Home Market-Ready with Confidence
This session features a professional decluttering expert who will share practical tips on how to prepare your home to show its best—whether you're selling or renting. A local realtor will also walk you through what’s required to list your home in retirement, including timelines, disclosures, and market expectations. Perfect for homeowners thinking about making a move or generating rental income.
Event Details TBA
1031 Exchanges: How They Work and Who They’re For
A Smarter Strategy for Tax Deferral and Wealth Preservation
Thinking about selling your rental property but dreading the tax bill? A 1031 Exchange may offer a better path forward. This presentation provides a clear, practical overview of 1031 Exchanges and their powerful role in deferring capital gains taxes and preserving long-term wealth. You'll learn what a 1031 Exchange is, how it works, when to use it, and who can benefit. Whether you're actively managing rental property or simply exploring your options, this session will help you make a more informed decision about your next steps.
Event Details TBA
Exchanging Your Rental Property for a Better Lifestyle
From Hands-On to Hands-Off: A New Approach to Investment Real Estate
Tired of dealing with tenants, repairs, and property upkeep? Learn how you may be able to trade your rental property for a more hands-off investment through passive 1031 replacement programs. Discover how this strategy can help simplify your life, boost income potential, and provide diversification without giving up the benefits of real estate ownership.
Event Details TBA
Lincoln Hills Softball Community Monthly Happy Hour
Join us for a casual, fun-filled happy hour each month! Enjoy complimentary drinks, light bites, and great conversation in a casual setting. Whether you're a player, a fan, or just part of the Lincoln Hills community, you're welcome to come connect, unwind, and meet new friends.
Time: 4-6pm
Location: Citizen Vine, 845 Twelve Bridges Dr. Suite 145, Lincoln, CA 95648
May 22
June 19
August 21
July 17
