Reviewing Your Situation
Nearly everyone wishes to age in place as they grow older. But often, the spacious family home becomes too burdensome, financially and physically, to maintain for individuals over 50. Careful assessment of the various impactful pivot points is critical to making a needed informed decision.
Trying to determine your next step?
The ‘next’ steps involve a complex set of decisions relating to finances, estate & tax planning, legal matters, real property requirements & concerns, down/right-sizing strategies, logistics of timing, and (importantly) possible involvement of family and loved ones not to mention your tax and legal professionals.
I am an active Attorney licensed since 1984 in Colorado and 1993 in California.
I am an independent Realtor-Broker since 1984 in California and 2018 in Colorado.
My team is comprised of TOP PRODUCING local real estate agents.
Additionally, I hold a SRES® designation (what is SRES) and can consult with you to review your current housing situation and outline the topics to weigh as you consider your next move. My team will provide pertinent information on 50+ housing trends, financing and market conditions.
We are real estate & legal experts & advisors who will help you with the vital considerations required to determine the very best place to call home.
You will find our team approach to be friendly, professional, very focused, streamlined, and highly communicative all in order to foster informed decision-making that instills knowledge, confidence & peace of mind.