Seniors Resource

As a Seniors Real Estate Specialist(R), our team is experienced and knowledgeable in meeting your specific needs. And that can make all the difference in the world. Moving can be very stressful and overwhelming, particularly for seniors and their families. We assist seniors and their families with their personal downsizing or aging-in-place needs in the sensitive and caring manner needed to transition during these difficult changes. We are accustomed to working with the most difficult of family dynamics and situations at a very trying and challenging time to make this as smooth a process as possible. A Place for Mom, is a great start for assisted living facilities, as well as In addition, I have more personalized assistants who can assist you with your search for free.

Whether you’ve lived in your home 2 years or 20 years, you know it’s not just a shelter, or even another investment. It’s the place where your dreams come to life. In flower gardens and family rooms. Backyard barbecues and home-cooked Sunday dinners. It’s the place we raise our children. The nest we nudge them out of, and welcome them back to again and again. And for some, it’s even our place of business.

But there comes a day when it’s time to move on. Time to reflect on old memories, and build new ones. Time to leave the past behind for a new future. It’s no wonder why selling a home is often emotionally charged and potentially overwhelming. I understand. That’s why I am dedicated to making your transition smooth and care free as possible. Helping you make the process simpler. Helping you save money, and avoid costly pitfalls.

Considering a Move? Tax Savings to Know About

Did you Know:

If you’ve owned your home for a significant amount of time, you may be concerned about
taxes. You may be able to benefit from the following tax programs:

Capital Gains Tax Exemption-

There are a number of variables that can factor into this program, including your initial
purchase price, home improvements, cost of the sale of your home, how you own the property
and your tax bracket.

For a basic estimate of your possible net on the sale of your home, contact me

Step Up in Basis-

If you own the property with another person such as a significant other and they pass away, your
property will receive a step up in basis based on the fair market value of the home at that time,
significantly reducing your capital gains.

Transfer of Property Tax Base-

There are a number of California programs you can benefit from. Proposition 60 allows you to
transfer your base to  your new home within the same county, while Proposition 90 allows you
to do the same within participating counties.

In addition, there are programs for parent-child transfers, grandparent to grandchild transfers
permanently disabled homeowners and disabled veterans.

Should you want to discuss further, please feel free to reach out to us.

**Always consult your CPA or financial planner regarding vital information such as this. Should
you need a recommendation contact us.