The handout

The list of forty.

Five pages of ways to help your kids and grandkids buy a home. Most of them are not writing a check. Yours to keep, and yours to hand to them.

Download the list Open it here

No signup, no email required. It is a PDF, about 250 KB.

What is in it

Down payment help that does not drain your savings. Gift letters a lender will actually accept. Family loans that hold up on paper. What a co-signature really does to you. What a deed does to your property taxes. And the handful we would tell our own parents to stay away from.

If you have not been to one yet

The Legacy Table is a free hour in Folsom. A broker, a mortgage specialist, a CPA, and a trusts and probate attorney. Each of us answers only what we are licensed to answer, then the floor opens. Nothing is sold and there is no offer at the end.

Thursday, November 5, 2026, 6:00 to 7:00 PM. Doors at 5:40. The Commons at Granite City Workspaces, 705 Gold Lake Dr., Suite 150, Folsom.

Reserve your seats

The Legacy Table is a joint effort of four independent professionals and is not the brand of any one firm. Each panelist speaks for their own practice.

For informational purposes only. SPG is not a tax, legal, or financial advisor. Consult your own counsel before acting.

The Legacy Table  November 5, 2026 · Folsom · Free
Reserve your seats