Sunday, July 4, 2021

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.