What Happens to the Prop 19 Exclusion if the Child Moves Out or Rents the House?

The Prop 19 parent-child exclusion ends when the house stops being the child's primary residence. How the reassessment works, a San Jose example, and how…

Selling a House Under a Conservatorship in California: What Families Need to Know

DISCLAIMERNothing on this page should be considered to be tax, accounting, legal, or investment advice. If you need a referral to an expert in these…

How The Wrong Silicon Valley REALTOR® Could Cost Your Family $100K or More

you're a long-time homeowner in the Silicon Valley getting ready to sell, or you are an adult child helping your parents through the process, I…

The 10 Biggest Mistakes Families Make When Selling a Senior Loved One’s Home

takeawaysMost of the biggest mistakes in senior home sales are entirely preventable -- they happen because families did not know what they did not know,…

Independent Living vs. Assisted Living vs. Memory Care: A Silicon Valley Cost and Quality Guide

Key takeawaysIndependent living, assisted living, and memory care are distinct care environments serving different needs -- choosing the right one requires understanding the differences clearly.In…

Selling a Parent’s House in a Trust While They Are Still Living

How a successor trustee sells a living parent's house after incapacity: physician certifications, trust vs. POA, capital gains without a step-up, the care-facility rule, and…

Moving a Parent Into Assisted Living: A Checklist for Silicon Valley Families

How to choose a community, handle the paperwork, set up the room, manage moving day, and then sell the family home, from a Silicon Valley…

Why I Love Working With Seniors in Silicon Valley as Their Trusted REALTOR®

you're reading this, there's a pretty good chance you're sitting somewhere between two phone calls. One was with your mom or dad, and it ended…

20 Questions to Ask a Senior Real Estate Specialist Before Hiring One (With the Answers You Should Expect)

Key takeawaysThe SRES designation (Senior Real Estate Specialist) is a starting point, not a guarantee of deep experience. Ask follow-up questions.A genuinely experienced senior real…

The Longevity Economy and Your Home: How Living Longer Changes Everything About When to Sell

Key takeawaysAmericans are living significantly longer than previous generations -- a 65-year-old today has a meaningful probability of living into their late 80s or early…