Home Transition Options
Aging in Place
Most Seniors prefer to stay in their current home. Hopefully, relocation is not required and only modifications to the home are necessary for better safety, accessibility, energy conservation and security. If so, assistance is available from our network of trusted and qualified designers and contractors experienced in aging in place modifications.
Sale of Home
If relocation is necessary, we work with Seniors and their families for a smooth sales process that is simple and fully transparent. Ongoing communication is provided throughout the entire transaction so that the client and family knows exactly what is happening and what to expect. This process includes the initial meeting, home valuation, pricing, staging, showings, review of offers, contract negotiation, inspections and closing. Assistance with disposition of what is not needed after the move, including estate sale if necessary, and moving is available.
Replacement Home
We can help you find a new home locally or elsewhere. What type and size of new housing all depends on the needs and lifestyle of the Senior with a consideration of possible future long term care planning needs. The new home could be anything from a detached home to an assisted living community. If financing is necessary, assistance can be provided for special loan programs such as reverse mortgages with our network of qualified and trusted mortgage lenders.
Most Seniors prefer to stay in their current home. Hopefully, relocation is not required and only modifications to the home are necessary for better safety, accessibility, energy conservation and security. If so, assistance is available from our network of trusted and qualified designers and contractors experienced in aging in place modifications.
Sale of Home
If relocation is necessary, we work with Seniors and their families for a smooth sales process that is simple and fully transparent. Ongoing communication is provided throughout the entire transaction so that the client and family knows exactly what is happening and what to expect. This process includes the initial meeting, home valuation, pricing, staging, showings, review of offers, contract negotiation, inspections and closing. Assistance with disposition of what is not needed after the move, including estate sale if necessary, and moving is available.
Replacement Home
We can help you find a new home locally or elsewhere. What type and size of new housing all depends on the needs and lifestyle of the Senior with a consideration of possible future long term care planning needs. The new home could be anything from a detached home to an assisted living community. If financing is necessary, assistance can be provided for special loan programs such as reverse mortgages with our network of qualified and trusted mortgage lenders.
Trusted Advisors - Team Approach
Any work performed by a real estate agent should be performed in coordination with the Senior's trusted advisors. These include the attorney, CPA, financial planner and long term care planner. For most Seniors, their real estate transactions will involve estate planning, financial planning, taxation, Medicare and Medicaid, long term care planning and other issues. As an attorney with past education and experience in these areas, I am better able to work with the Senior and trusted advisors to ensure that the real estate transaction is performed correctly with the current overall planning.
Any work performed by a real estate agent should be performed in coordination with the Senior's trusted advisors. These include the attorney, CPA, financial planner and long term care planner. For most Seniors, their real estate transactions will involve estate planning, financial planning, taxation, Medicare and Medicaid, long term care planning and other issues. As an attorney with past education and experience in these areas, I am better able to work with the Senior and trusted advisors to ensure that the real estate transaction is performed correctly with the current overall planning.