Compassionate Transitions: Senior Real Estate Services

Ideally, the home should be listed once a community is selected and a move-in date is targeted. However, many families choose to sell first to unlock equity to pay for community entrance fees.

An SRES® is a REALTOR® who has completed specialized training in the financial and emotional challenges senior sellers face, including downsizing, capital gains for seniors, and reverse mortgages.

I provide access to professional estate liquidators and "senior move managers" who specialize in sorting, selling, and donating items so the family doesn't have to do the heavy lifting.

Yes. Many seniors prefer an "As-Is" sale to avoid the physical and financial toll of renovations. I can market the property effectively to buyers who value the home's potential without requiring you to swing a hammer.

Generally, individuals can exclude up to $250,000 (and couples $500,000) of gain from the sale of a primary residence if they lived there for 2 of the last 5 years. I recommend consulting a tax professional for your specific situation.

I am experienced in working with POAs and Trustees. We will simply need a copy of the legal documents to ensure the title company and state regulations are satisfied for a legal closing.

I utilize restricted showing hours, accompanied showings, and secure lockboxes. My priority is your safety and ensuring that only vetted, serious buyers enter your sanctuary.

As part of our initial meeting, I provide a "Net Sheet" that estimates your walk-away proceeds after all costs, helping you and your financial advisor plan for long-term care costs.

These are professionals who specialize in the logistics of moving seniors. They can even help recreate your current living room layout in your new smaller space to help you feel at home instantly.

Absolutely. We can market the home as a "turn-key" opportunity or simply arrange for a total clean-out service after we have found a buyer, whichever is easiest for you.