SENIOR RESOURCES

Resources for Your 50+ Real Estate Needs

Founded on the belief that the most successful life transitions happen when care and compassion are involved, we provide older adults and their families with the most trusted, respected, and comprehensive downsizing, right-sizing, and estate sales, and move management solutions possible. 

Every family has a story that showcases the impact of a life transition. If you or a loved one are going through such a transition, you know the decisions and planning that come with it aren't always easy. Our golden years bring many changes. 

From market trends to economic issues, we are specially qualified to address the real estate needs of adults ages 50+ and can empower you to make the best decisions for your future. Here you’ll find a variety of trusted resources to help you along the way.


 

General

AARP
For information across a broad array of senior issues in the U.S. AARP’s mission is to empower people to choose how they live as they age.

Age in Place
Provides a way for consumers to discover relevant and useful information about aging in place through topics such as real estate, home modifications, finances, health care, and assistive technology. It isn't about growing old; it is about being prepared for the changes in your life that occur as you grow older.

The Senior List
A new grass roots web portal that links consumers with quality senior-related services.

 

Benefits Locators

AARP Foundation Benefit Outreach Program
Find benefit programs and eligibility requirements.

Eldercare Locator
A public service of the U.S. Administration on Aging that finds resources for older adults, caregivers, and professionals across a broad array of needs including adult daycare, financial services, elder abuse prevention programs, and more.

National Council on the Aging
Provides assistance in finding government and agency benefit programs for seniors.

 

Financial Considerations

Low Income Home Energy Assistance Program (LIHEAP)
For assistance with utility bills and energy-related costs.

Reverse Mortgage Loans: Borrowing Against Your Home
An AARP story with information on how reverse mortgages work and the process for applying for one.

Supplemental Security Income (SSI)
For information on the SSI program and eligibility requirements.

Starker Services, Inc.
The nation's oldest, largest and most experienced independent 1031 Exchange Intermediary.

 

Healthcare

Alzheimer's Association
The leading voluntary health organization in Alzheimer care, support, and research.

Centers for Medicare and Medicaid Services (CMS)
For information on eligibility, programs, and state Medicaid manuals.

Medicare
For details on the Medicare program, including coverage, providers, costs, and more.

National Organization of Professional Geriatric Care Managers (GCM)
Provides a searchable database of GCMs. 

Caregiver Resources
Useful information about caring for the caregiver. 

 

Housing

”Assisted Living Facilities: Weighing the Options"
An AARP story with advice on selecting an assisted-care facility.

 

Legal Considerations

National Senior Citizens Law Center
For legal information and legislative advocacy for low-income seniors.

 

Estate Planning

A To-Do List for Estate Planning

Review some of your options to determine the best tax strategy for you.

 

Estate Planning in the Time of the Coronavirus Pandemic

The virtual estate consultation with five key estate planning documents


Estate Planning: A 7-Step Checklist of the Basics

A little bit more detail in the basics of estate planning

 

Avoiding 7 Deadly Estate Planning Mistakes

Every estate plan has unique features, but the same problems and mistakes recur. Each of the classic mistakes is avoidable. All that’s needed is knowledge of what to beware of and a little time working with your planner.


Safety Tips

COVID - 19

Consumer Reports' Guide to The Coronavirus

Up-to-date, evidence-based reporting and advice.

 

Flood Preparedness

California Department of Water Resources

Information and tools to figure out their risk of flooding at home and while traveling, learn what food and supplies are needed to shelter at home during a flood, and determine what you should take with you if evacuating.

 

Earthquake Preparedness

FEMA Earthquake Safety Guide

Booklet designed to help you and your family plan for and survive a major earthquake.

Fire Preparedness

National Fire Protection Association

How to prepare your home for a wildfire with some risk reduction steps to make your home safer

 

Landslide

U.S. Geological Survey

Landslide and debris flow warning signs, what to do before, during, and after.

 

Power Outage

Red Cross Power Outage Safety

Learn how to prepare your home for a power outage and what to do when one occurs.

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