 Seniors Real Estate Specialist ® As a Seniors Real Estate Specialist (SRES) I am certified by the National Association of Realtors to meet the special needs and concerns of Seniors/the 50+ who may be considering a transition. Do You Have A Senior Focus?If you have a senior in your family who requires help planning for their future housing needs or if you are in the 50+ age group and have started to think about your own future housing needs, you are part of the largest segment of home owners having the same thoughts as well as fastest growing age group that use computers and the Internet.
Your needs going forward may require a specialized professional who can help you with answers to the following questions: - Are you at the empty nest stage?
- Is your home too large for your current lifestyle?
- Are you thinking of downsizing?
- Should you sell your home or keep it as an investment?
- Should you purchase another home or consider alternatives?
- Are the alternatives Active Adult Communities or Assisted Living?
- Should you relocate?
- Is living near your children or parent a concern?
- Would you like to learn more about what resources and activities are available that meet your priorities?
- Do you need any assistance with estate or tax planning?
- Do you understand how to protect/transfer your property tax base
- Do you understand how to minimize your capital gains exposure on the sale of your home
YOU ARE NOT ALONE and YOU ARE NOT ALONE BECAUSE …… We serve a growing clientele whose needs are similar to yours. We specialize with “Life-Change” situations. Your Real Estate questions and decisions are not “stand-alone” but are inter-dependent upon your life goals & plans that you are formulating based on the questions above. If you are reading this page perhaps you or someone you know is ready to get professional advice on making this part of life the best it can be. The following are some available resources that we, as Real Estate professionals and with a Seniors Real Estate Specialist –SRES qualification, have made part of our team and can place at your disposal, to help you better understand your options. We have assembled a select team of professionals, who have worked with us to provided excellent service to our clients, and for whom we can provide a recommendation. - Investment Planning
- Estate Planning
- Senior Communities
- Elder Care
- 1031 Tax deferred Exchanges
- Private Annuity Trusts/Deferred Private Annuity
- Reverse Mortgages
- Moving your Property Tax Base – Proposition 60/90
- Maximizing Capital Gains protection on sale of property
- Moving organization/estate appraisal
We can provide further information regarding any of these topics and, if necessary, refer you to a professional in your area of interest to assist you further. Please do not hesitate to contact us. |
Leslie 408.234.9593 | Ian 408.348.9916 |
Team@LESLIEandIAN.com
