Expertise
and Resources
for Seniors
Whether you want to
be closer to grandchildren,
reduce expenses or
downsize
and simplify,
I can help get you
where you want to be.
Why work with a
Seniors Real Estate Specialist?
A Seniors Real Estate Specialist® (SRES®) is uniquely qualified to help you take the next step. As someone over the age of 50, your needs aren’t the same as a first-time homebuyer or seller. You might be looking to retire, downsize, or join an active adult community. Whatever reason you may have for considering a move, you can depend on an SRES® to guide you through every part of the process.
SRES® designees have unparalleled training and experience in seniors real estate, including:
- Helping you manage the financial and emotional challenges of selling a long-held family home
- Creating a customized plan to market and sell your property
- Understanding your unique needs and creating a customized plan to ensure your home meets those needs now and in the future
- Utilizing specialized knowledge in reverse mortgages, 401(k) accounts, and IRAs for your real estate transaction
- Connecting you with their vast network of movers, attorneys, home inspectors, and other experts to help you through the process
Senior Resources
As vital as it is to work with a Realtor who has earned the Seniors Real Estate Specialist® (SRES) Designation, it is also important to work with other trusted professionals with expertise in working with senior clients.
I have a referral network of service providers who are ready to help.
And my background in senior housing gives me a broad understanding of the industry, whether a 55 and over neighborhood, an assisted living community, or one of many other options.
moving services
for seniors
Moving companies who specialize in working with seniors understand needs and can provide extra assistance with such things as packing, unpacking, hanging pictures and more. I’m happy to connect you with qualified specialty movers.
estate sales
A good estate sale company can help organize and conduct a sale if you’re downsizing.
trust and estate attorneys
Having the proper legal documents in place can protect you, your loved ones, and your property from estate taxes, costly and time-consuming probate proceedings and other unknowns. Ask me for more information or a referral to someone who can advise.
Senior housing resources
As an SRES with an extensive background in Senior Housing, I can help you navigate your options. I’m happy to share knowledge from my 18 years of experience in working in the senior housing and healthcare industry.
pet care and placement
Pets are an important consideration during a move. I have resources to help with temporary care, or permanent placement if necessary, to make sure a beloved pet can live out its life in a happy new home.
Senior Resources
As vital as it is to work with a Realtor who has earned the Seniors Real Estate Specialist® (SRES) Designation, it is also important to work with other trusted professionals with expertise in working with senior clients.
I have a referral network of service providers who are ready to help.
And my background in senior housing gives me a broad understanding of the industry, whether a 55 and over neighborhood, an assisted living community, or one of many other options.
Can assist with paring down, packing, unpacking, hanging pictures and even making the beds.
A good estate sale company can help organize and conduct a sale if you’re downsizing.
Proper legal documents protect you and your loved ones from estate taxes, probate proceedings and other unknowns.
I’m happy to share knowledge from my 18 years of experience in working in senior housing and healthcare.
Help with temporary care, or permanent placement if necessary, to make sure a beloved pet can live out its life in a happy new home.
Proposition 19
WHAT IS IT?
Proposition 19 is The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act which was approved by California voters on November 3, 2020.
HOW WILL IT AFFECT ME?
Homeowners 55 years of age and older, severely disabled, or whose home has been destroyed by wildfire or other natural disasters may be eligible to transfer the taxable value of their primary residence to a replacement primary residence:
- Anywhere in California.
- Of any value, but with upward adjustments if replacement value is of greater value.
- Purchased or newly constructed within two years of sale.
- Up to three times (previously one time), but without limitation for properties destroyed by fire.For transfers of inherited property, the rules allowing properties to pass from parent to child/grandparent to grandchild, without an increase in the property tax bill, have narrowed.
- Now the taxable value can be transferred:
– To only those properties used as a primary home or farm by the child or grandchild.
– If homeowners’ exemption is filed within one year of transfer.
– If the value of the property is less than $1M over the original tax basis. If the property value, at the time of transfer, is more than $1M over the original tax basis, some upward adjustment in assessed value would occur.
WHAT DO I NEED TO DO?
Planning ahead makes a difference. Call me and I will point you in the right direction if:
- You are age 55 or severely disabled and would like to move.
- If your home has been destroyed by wildfire or other natural disaster.
- You have inherited property.
HOW CAN I LEARN MORE?
Visit www.boe.ca.gov/prop19. Or consult your tax advisor and/or contact your local tax assessor’s office to learn more about Prop 19’s provisions and eligibility rules as they apply to your specific situation.
