Seniors are often overwhelmed with all the details that are needed to get their affairs and estate in order as they transition into their retirement years.Good planning, with the help of qualified professionals will ease the stress involved for oneself and their family.Part of this planning will be the need to get your assets in order so you know the value of your properties and how they will benefit you with this transition.
I too am a senior and I am walking the same path. I need to rely on estate planners, accountants and health care professionals in my transition. As a real estate appraiser, 40 years in El Dorado County, 30 years in the Real Estate profession I want to be one of those professionals that can help you value your most important asset, your home.
I promise I will take the time you need to explain the appraisal process. When the report is finished I will personally go over the report so you understand and feel comfortable with the process and the report. Give me a call. I offer you a 30 minute free consultation to discuss your needs.
Estate planning is not just for the rich people and not just for date of death and taxes;
- Reverse Mortgages (FHA Approved)
- Transition to senior care living facility
- Setting up a Trust
- Partial Interest
- Gifts and gift trust to charities
- Prior to listing your home
- Estate Tax
- Determining the basis for Capital Gains
- Family Limited Partnerships