In real estate, we often talk about market timing. But for Baby Boomers and seniors, Life Timing is far more critical when considering a downsize. I call this finding the Goldilocks Window—the time when everything is “just right.” The Problem with “Too Early” or “Too Late” Too Early: ...
Continue ReadingEn mi carrera he visto a personas sin escrúpulos intentar aprovecharse de los propietarios mayores, quienes a menudo tienen muchísima plusvalía (equity) en sus casas y pueden no estar al tanto de las tácticas modernas de fraude. Como su “Baby Boomer Broker”, mi trabajo es ser su guardián. 3 ...
Continue ReadingOne of the most unpleasant conversations an attorney has to have with heirs today revolves around the “Step-Up” in property taxes. Since the implementation of California’s Proposition 19, the ability for children to inherit their parents’ low property tax base has been severely restricted. What was once a simple transfer ...
Continue ReadingA survey by AARP (American Association of Retired Persons) reveals that a vast majority of adults wish to remain in their homes for as long as possible. I respect that goal deeply. But there is a crucial difference between safely “aging in place” and being “stuck” in a home that ...
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