Advice and Resources for Older Adults
At Vivalon, we offer personalized information and referral services to support older adults in Marin County. Whether you’re staying at home or on the go, we’re here to help you stay connected, active, and engaged in your community.
Please click here to view our one-page Resource Guide: English or Spanish.
Resource Office
Drop-in or By Appointment
Monday-Thursday | 10:00am – 12:00pm
Do you have questions about community resources for seniors? Do you have questions about where to inquire about legal, housing or financial resources in Marin? The Resource Office can help!
Drop-in at 999 Third Street or call 415-456-9062 for an appointment.
Directory of Older Adult Services
View our Directory of Services for Older Adults in Marin County to find local resources and services for older adults.
Click the image to view our current Directory. Or click here to view the flip-book version.
Estate Planning Resources
Did you know?
64% of Americans say having a will is important — but 66% don’t have a will
Estate planning has been on the rise for younger adults but is on the decline for adults aged 55 or over.
40% of people without a will say they don’t think they have enough assets to need one.
The number of Americans with a will declined for the first time since 2020.
FreeWill
We are partnered with FreeWill so you can access free online estate planning services. The decision to make an estate plan shouldn’t be a difficult one, and using the FreeWill online tool, you can decide who will care for any children or pets, who will inherit any belongings, and what causes will benefit from your legacy. If you decide, you can also choose to include a gift in your plans to support Vivalon.
Don’t leave your decisions up to chance: take action for National Estate Planning Awareness Week to find peace of mind.
Estate Planning Workshops
Prepare for the future with confidence by joining Vivalon’s Estate Planning Workshop Series! Held in person at the Vivalon Healthy Aging Campus (999 Third Street, San Rafael), these expert-led sessions provide valuable insights into financial planning, tax strategies, philanthropy, and more. When possible, workshops will be recorded, and links will be sent to registrants.
Each month, experts—including financial advisors, tax specialists, and estate planning professionals—will cover key topics to help you make informed decisions about your assets, retirement, and legacy.
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Upcoming Estate Planning Workshops
Workshops are held in person at the Vivalon Healthy Aging Campus, 999 Third Street, San Rafael. When possible, workshops will be recorded and links will be sent to registrants.
January 15 | 4 pm to 6 pm
Reverse Mortgages & Taxes: Getting the Most From Both in 2025
Mary Anne Daly a mortgage specialist will discuss myths, pros and cons of Reverse Mortgages, and how to know if one is right for you. Ron Moss, CPA, will discuss the tax implications and will review the tax changes for 2025 and IRA to Roth Conversions.
Watch the live recording here.
February 19 | 4 pm to 6 pm
Leveraging Philanthropy to Leave a Lasting Legacy
Discover the power of leaving a lasting impact for generations to come! Join philanthropic experts Andrea Henderson and Carmen Cruces from Marin Community Foundation for an inspiring workshop on how to plan, preserve, and share your legacy. Through this informative workshop you will learn ways to ensure your values and contributions endure for generations.
Watch the live recording here.
March 19 | 4:00-6:00 pm
Tax Strategies for Estate Planning & Charitable Giving
Charlie Haynor and Reid Miles of United Capital Wealth Management will review the impact of the upcoming sunset of the Tax Cuts and Jobs Act (TCJA). Through this seminar, you will learn specific strategies to maximize the value of your Estate and Charitable giving.
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
April 16 | 4:00-6:00 pm
Social Security and Financial Planning for Your Best Retirement
With Matt Taddei & Meghan Hyland of WestHill Financial Advisors
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
May 21 | 4:00-6:00 pm
Taking Care of Business Before You Can’t
With Barb Lyon of RelyOnB and Carolyn Tucker of HomeWell Care Services
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
June 18 | 4:00-6:00 pm
Estate Planning – How to Deal with Inherited Retirement Accounts & the Impacts of Prop 19
With Kerry Spence, Kerry Spence Estate Plans, Inc., and Boriss Bikosvili, CRPC®, Merrill Lynch
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
