If you are a senior needing help with selling your home, or a family member looking for help when it comes to a probate or estate sale, work with the right professional.
Work with a “SRES” is a Senior Real Estate Specialist, one who is designated by the National Association of Realtors, one who is trained unerstand the important issues of seniors.
In California you can have a wide variety of issues including a senior who is on, or has received Medical. The sale of a home may possibly trigger unplanned consequences at an already difficult time.
Another probate/estate issue could include a senior with a reverse mortgage on the home. As a broker I’ve experienced one estate that found the property in foreclosure as a misunderstanding of the payoff rules upon the death of a a loved one.
Then there was another time where one of the heirs (of an estate) purchased the family home only to find it was re-assessed when the proposition 58 family transfer was denied. After much work and follow up, the re-assessment was reversed and it saved that family member thousands.
It’s important you know, I am not an attorney and cannot give legal advice, nor am I a tax professional however I am a long-time Broker and real estate professional who is also a Senior Specialist and I work with legal and tax professionals in my real estate practice.
Check out CaliforniaSeniorRealEstate.com it’s a website created just for seniors and their families. It’s filled with helpful information and tips for seniors and their families.
We also have an in-house paralegal and serve a four county area of Orange, Los Angeles, San Bernardino and Riverside Counties. If you’re out of our marketing area we can refer you to another well qualified SRES REALTOR.
If you’re a probate/estate/elder/care attorney, you can be assured you can refer us with complete confidence.