Why we're introducing Realtors for Seniors

If you are over 55, you've likely dealt with one of these scenarios:

-You have a parent that is needing more care and you are wondering what the best living options are for your loved one

-You or your spouse need more care and you are wondering what the best living options are for you

-You are thinking of downsizing, perhaps buying a second home or moving closer to your kids

These real estate decisions can become complex due to the variety of considerations and options.  It can become overwhelming, and there isn't one great place to call in DFW for help.

Until now!

Alan Levy, Lea Burks and Alan Burks are the team. Three experienced realtors at Ebby Halliday that are all certified Senior Real Estate Specialists thru the National Association of Realtors.  We've formed a team that we call Realtors for Seniors.  

Because, that's what we specialize in and as a team with Ebby's resources and our specialized seniors resources we can help guide individuals and families thru any scenario. 

 

Over age 55, a number of issues arise when considering a move.

-My parent(s) need to move, but I don't live in DFW.  Who can help me with all of the "stuff"?  Like, moving companies, estate sale companies, trash haul companies, finding the right kind of care?

-If I or a loved one needs more care, what are my options?

-If I or a loved one needs to move to a facility, what are my options?

-Tax issues such as capital gains and tax-deferred exchanges need to be addressed  

-Legal considerations such as wills and trusts

-If we're healthy and want to move into an active lifestyle adult community, what are my options?  How would that affect me in the sale of my home?

We can advise you on all of these topics.  We can work with your financial advisor, tax planner, attorney, doctor, parents, adults children and more to determine what's best.

Each of us has gone thru this process as individuals.  We've had to help our parents move out of their longtime homes.  We've had to help find the right level and place for care.  We've had to work out tax, financial, legal and emotional issues with our families to get our folks in the right place.  It is complicated and often not a lot of fun. 

 

However, once the right situation is figured out, there is a lot of relief and peace. 

 

That's what Realtors for Seniors can do for you and your family.

If you have any questions, please call us at  214-286-5292. 

If you don't live in the Dallas area, we can still help you find a senior specialist to help you.  

Everett with three e's

 

I met Everett on Tuesday evening in Celina, Texas.

He's my new best friend and he is already a hero.

I was invited to speak at the American Legion in Celina.  Everett's grandpa is a member of that post and an Air Force veteran.

I arrived a few minutes early.   The meeting room wasn't open yet and Everett, his granddad and I were standing in the parking lot.  It was a hot, humid day in Texas.  I decided to go sit in my truck with the air conditioning on until the meeting was ready to start.  I asked Everett if he wanted to join me and he jumped at the chance.  "It's HOT out here."

So, we had a few minutes to get to know each other.  He told me his name was Everett.  I asked him how he spells his name.  "It's simple,  Everett with three e's."  He went on to tell me he was eight and just finishing second grade.  He had asked his grandfather if he could attend the meeting because he had read about 2LT Peter Burks and he had two questions for me.

A beautiful child.  Blond hair, blue eyes, big smile and a full, open, happy face.  

We saw folks gathering inside the room and we went in and joined them.  

This American Legion post has been so honoring to Pete.  They renamed their post after four fallen soldiers from Celina.  Stelzer-Stallcup-Hutchins-Burks - Post 145.  One each from World War I, World War II, The Korean War and the War on Terror.

They asked me to tell them Pete's story and to update them on the Unsung Hero Fund.  It was such an honor and such a great release for me.  I love telling Pete's story.  It's how I keep him alive and honor his legacy.  

At the end, I asked if there were any questions.  And Everett raised his hand and had his two questions.  "Did 2LT Burks have on a helmet?  What medals did he earn?"

I answered those for him.  And then to my surprise, he said he had something for me.

Everett had a box weighing about 30 pounds full of care package supplies that we can ship to deployed soldiers.  He had raised most of the money to purchase the items.  If you look at the picture above, you can see the cardboard box.  He wrote his name and phone number on it.  And his little brother signed it as well.  THAT box will never go to recycling.  I have plans for that precious piece of packaging.

Everett gets it at eight years old.  He realizes he lives in a special place called the USA.  He realizes that war is sometimes necessary to protect our freedom.  He understands hard work and giving back.

Who wouldn't want to be his friend?  Who wouldn't want to learn from him?  

I'm buying stock in this young man.  He's already making a difference in this world.  I am excited to see what his future holds.  It will be significant.