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Estate Planning 101

When: Thursday, August 18, 6-7pm

Where: CoastWoods Real Estate office

The CoastWoods’ Educational Series continues with a deep dive into Estate Planning with Roxanne Olson, founding attorney of Fine Point Law in Santa Cruz. 

An advanced estate planner, Roxanne is a member of WealthCounsel and a Personal Family Lawyer.

Roxanne will cover:

*What happens to your family and assets if you don’t have a Will or a Trust?

*What’s the difference between self-serve, online forms and comprehensive estate planning with an attorney?

*How often should you update and review your Will or Trust?

*How “just about the money” and “planning for death” estate planning leaves your family at risk.

This month’s event will be paired with the best tamales Santa Cruz has to offer – from El Rosal Bakery on East Cliff. 

We hope you will  join us!

Sign up for this free event through Eventbrite or our Facebook.

The second presentation in our Educational Series is a discussion of rising interest rates and finance tips with guest presenter Brent Edwards, branch manager of Seabright Mortgage and a CoastWoods preferred lender. Brent will share everything you need to know about rates, loans and buying or selling in today’s market.

Brent will discuss what rising rates mean for buyers and sellers and answer questions such as:

Brent is one of the owners of Seabright Mortgage and has over two decades of mortgage origination, managing, coaching, and business experience.

Click here to sign up!

You are invited to CoastWoods’ newly-opened office for sips and savory tastes as we launch our 2022 Educational Series with the talented Ashley Tapley of House Candy HOME.

Secret Tips & Tricks of Interior Design by Ashely Tapley
When: April 27, 5-6pm
Where: CoastWoods Office, 3912 Portola Drive #7

Ashley will be sharing easy to implement design tips and tricks that you will be able to use right away:

~ Height and Spacing Rules for Hanging Art
~ Creative Rug Layouts
~ Accent Pillow Configuration
~ Mixing Metals
~ And more…

Ashley Tapley helped design Gretchen’s home on West Cliff, her Hawaii rental properties and the CoastWoods office. She is recognized as a leader in the home staging industry in Santa Cruz County and beyond. Ashley’s staging has been featured on a national TV and was recently featured on the popular Staged4More podcast. More than half of Ashley’s staged homes routinely sell over asking and a few homes recently sold for six figures over asking!

To RSVP, click here or email [email protected].

According to the MLS*, In Santa Cruz County, the median Single Family home cost $1,250,000 and sold in 14 days for 104% of the list price based on 86 sales in January 2022.


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