How To Sell The Long-Time Family Home For The Highest Price Possible
you've owned your home in Silicon Valley for decades, you're probably sitting on one of the most valuable bits of real residential property in the…
you've owned your home in Silicon Valley for decades, you're probably sitting on one of the most valuable bits of real residential property in the…
takeawaysProp 19 allows California homeowners 55+ to transfer their Prop 13 property tax base to a replacement home anywhere in the state, up to three…
takeawaysSibling conflict during a parent's home sale is nearly universal. It doesn't mean your family is broken or unusual.The fight is rarely actually about money…
takeawaysThis conversation is rarely a one-time event. It usually unfolds gradually over weeks or even months.Start with your parent's vision for the future rather than…
courtesy of Tracy Thu Nguyen, Golden Summit WealthEarlier this week I had the chance to hear Congressman Jimmy Panetta speak at the Evergreen Rotary Club…
takeawaysMedi-Cal can pay for long-term care, but California may seek reimbursement from your parent's estate after they pass, potentially including the family home.This is called…
Key takeawaysLong-distance home sales for aging parents are far more common than most people realize, and very manageable with the right team in place.The biggest…
takeawaysMost families wait too long. Acting before a crisis forces a decision is almost always the better path.Safety concerns are the most urgent signals. Emotional…
Key takeawaysSelling a long-time San Jose home before moving to senior living is not just about price. Capital gains taxes, Proposition 19, and even step-up-in-basis…
You are already dealing with grief. You are managing the paperwork, the funeral, the family. And then someone mentions the reverse mortgage your parent took…