Care for an Elderly Parent at Home: How Silicon Valley Families Pay for It

Bay Area in-home care costs by level of help, what Medicare does not cover, and how families pay: long-term care insurance, home equity, veterans benefits,…

Should You Gift the House to Your Child Before Death? Prop 19 vs. the Step-Up

Why deeding a Silicon Valley home to a child during life to use Prop 19 can cost far more in capital gains, with a Sunnyvale…

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…

Prop 19 Explained: What California’s Property Tax Rules Mean for Silicon Valley Families

Prop 19 explained with real San Jose numbers: the parent-child exclusion and $1,044,586 cap, the 55-plus base-year transfer, BOE-19-P and BOE-19-B forms, and deadlines.

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,…