Seniors who are moving into a smaller home or a retirement facility need a real estate agent involved. Seniors Real Estate Specialists (SRESs) are specifically qualified to address the needs of home buyers and sellers over age 50. The certification of SRES prepares realtors to anticipate the various financial and emotional needs of a senior …
Moving and Logistical companies coordinate various services to make the move go smoothly. These can include real estate agents, movers, storage facilities, caregiving services, and estate liquidators. Services Movers arrange for distribution of assets to the appropriate destination points They will help through most phases of the move: planning and preparation, packing, coordination and supervision …
Many Estate Planning Attorneys handle Wills and Trusts, Elder Law, and Probate Law and can broadly represent seniors throughout their aging years, and after their death. They represent your parents and their wishes to set up the proper legal foundation in anticipation of their death; typically called a trust. A trust is a legal entity …
Reverse mortgages allow seniors to convert the equity in their homes into available cash as: monthly payments a one-time sum a credit line to be used in case of emergency These payments provide seniors with money for: living expenses home improvements pay-off of the existing mortgage(s) other expenses This unique financial tool can be the …
To put it simply, estate planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions). Estate planning can be complicated, so it’s best to consult a financial adviser and a lawyer when drawing up your estate plan. Regardless of your net worth, it’s important to …
