Mortgage Default

You Have OPTIONS but MUST ACT »

Cash flow challenges may affect your ability to service mortgage payments & other debt for any number of reasons. We’ll help you explore & act on realistic OPTIONS:

  • Forbearance
  • Cure-Reinstatement
  • Repayment
  • Loan Modification
  • » Short Sale »
  • Deed in Lieu & Foreclosure

Realtor-Broker | Attorney

Traditional Sale Brokerage Services »

Sellers • Buyers » Team Representation

Our team brings a depth of vision, expertise & action with focus on:

  • frequent, clear communications,
  • superior negotiation skills,
  • legal / tax / practical advice, &
  • informed decision-making.

We involve you in every step of the transaction to bring about desired results.

 Owners Aged 50+

Options, Opportunities, Solutions.

Request a Free Booklet

Things change as we age. We help clients make decisions about home ownership.

» Full Services »

Our Mission

We improve lives. In big ways through informed decision making based on facts, finance, legal and tax analysis. In vitally important, personal ways through human connection and meaningful communication. But in all ways, we improve lives.

Our Vision

From property ownership to home.
From investment to positive NET proceeds.

Our Values

Clients First • Integrity • Excellence • Informed Decision Making

Recent / Current Activity:

I understand real estate from the inside out having been an active Realtor®-Broker and Attorney for 30+ years. My goal, in every representation, is to foster informed decision-making based on your unique circumstances. Together, we consider realistic options and act on those that maximize NET proceeds while mitigating legal & tax liability exposures. I am ready, willing & able to deliver superior comprehensive services.

Reduce or Eliminate Capital Gains Exposure

For an aging America, particularly homeowners who have owned their properties for more than 15+ years, there is a strong probability that it has appreciated in value. Some of that value increase is potentially taxable if not otherwise exempt under the Internal Revenue Code.

» Understanding Capital Gains

We are uniquely qualified, and licensed, to provide legal & tax guidance in the context of selling your primary residence to mitigate or eliminate capital gains tax. Contact us for a consultation and a complimentary report / analysis that will set the path for understanding your potential tax liability exposure.

» turbotax – Tax Aspects of Home Ownership: Selling a Home
» turbotax – Home Ownership Tax Tips

Reasons to Engage Me as Your Advocate

  • Earning your trust is JOB #1
  • I stay personally involved in every representation, from start to finish.
  • There is no one between us; you receive 100% personal attention.
  • “Plain speak” that fosters informed decision-making.
  • Prompt, precise communications.
  • Licensed Broker-Realtor CA & CO & Attorney CA & CO.
  • NO HOURLY or FLAT RATE FEES where I am listing Realtor-Broker.
  • TEAM representation with best local Realtor partners.
  • Seasoned Expertise over 30 years of hands on transactions.
  • Property Values exceeding $350,000,000 in 100s of representations
  • I Deliver → Legal, Real Estate, Tax, Practical & Useful Advice.
  • I take you seriously
  • I am dedicated to positively resolving your concerns.
  • I am passionate about real estate & helping clients!

Call me at 888-529-6632 or send me an email.
Let’s discuss your situation.
I can help.
More information here & here.