Blog

The “Goldilocks” Window: Why Timing Your Downsize Matters

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: You still have heavy ...

Continue Reading

Protegiendo su Patrimonio: Cómo Evitar Fraudes Inmobiliarios Dirigidos a Personas Mayores

En 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 Banderas Rojas ...

Continue Reading

Start the Home Selling Process this Month

If you’re thinking about selling in the spring, don’t wait until the new year to start planning. In fact, you’ll save yourself a lot of work and get ahead of the game if you start planning now. What’s that old saying? The early bird gets the worm! In this case, by ...

Continue Reading

The “Prop 19” Shock: Educating Heirs on New Property Tax Realities

One 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 Reading