Life Changes.Your Plan Should Too.
Real Estate • Retirement • Estate Planning
For more than 30 years, I've helped individuals and families navigate important decisions involving their homes, finances and future. Today, I bring those worlds together to help you understand your options, coordinate the right professionals and move forward with confidence.
THREE AREAS. ONE CONVERSATION.
Real Estate
Buy • Sell • Downsize • Inherited Property
Whether you're buying your first home, selling a family property, downsizing into the next chapter, or navigating an inherited estate — every real estate decision deserves a guide who understands the full picture.
Explore Real Estate→Retirement
Income • Protection • Legacy
Retirement is not a destination — it's a transition. I help you build an income strategy, protect what you've built, and create a legacy that reflects your values and your wishes.
Explore Retirement→Estate Planning
Protect • Prepare • Coordinate
You don't need to be an attorney to get organized. I help you understand your options, prepare the right questions, and connect with trusted legal and professional resources.
Explore Estate Planning→Small wings. Remarkable strength. The ability to change direction.
The hummingbird is a symbol of resilience, adaptability and hope. It can hover, move forward, backward and change direction in an instant — much like life itself.
Sometimes life changes unexpectedly. A retirement. A move. The loss of a loved one. An inheritance. A caregiving responsibility. Or simply the realization that it's time to prepare for what's next.
This is about helping people navigate those transitions with clarity, compassion and a plan.
You may be in the right place if...
You're approaching retirement and wondering what comes next.
You're considering downsizing or moving closer to family.
You're helping an aging parent with their home or finances.
You've inherited a property.
You're serving as successor trustee.
You're wondering whether your real estate is properly coordinated with your estate plan.
You're preparing for assisted living or another senior-living transition.
You have several professionals giving you advice — but nobody is looking at the whole picture.
You don't have to figure out which professional to call first. Start with the conversation.
The Complete Picture
Selling someone's house can affect retirement income. Retirement decisions can affect an estate. An estate plan can affect how property is transferred. Caregiving can affect all three. That's the complete picture.
01
Real Estate
- Buying & selling your home
- Downsizing & rightsizing
- Inherited & probate property
- Senior & family transitions
02
Retirement
- Retirement income planning
- Asset protection strategies
- Long-term care considerations
- Legacy & wealth transfer
03
Estate Planning
- Trust & beneficiary coordination
- Probate & estate settlement
- Document preparation support
- Coordinating your advisory team
Senior & Family Transitions
When a family is facing a transition, there may be much more to coordinate than a home sale.
Meet LaVawn Cortesi
REALTOR® | Senior Real Estate Specialist® | Certified Probate & Trust Specialist | Retirement Professional
My career began in residential appraisal — learning to see a property not just as a structure, but as a financial asset with real implications for the people who own it.
That foundation led me into retirement and insurance planning, where I helped clients protect their income and build legacies. Then back into real estate, with a specialization in seniors, probate, and trust transactions.
Today, I bring those worlds together. Because the decisions about your home, your money, and your estate are rarely separate — and the families I serve deserve someone who can see all three.
"I don't just look at the transaction. I look at what the transaction means for your life."
Trusted Resources
FEATURED
Protect the Caregiver
Planning isn't only about protecting the person receiving care.
It's also about protecting the family members providing it — financially, legally, and emotionally. This is work most families never think to do until a crisis forces the conversation.
Learn More →WORKSHOP TOPICS
Understanding your legal authority
Protecting your own financial future
Navigating family dynamics
Coordinating care and housing decisions
Building your professional team
Having the hard conversations
One Plan. One Team. One Conversation.
You don't have to figure out which professional to call first.
LET'S TALK