Free Strategy Guide

The Longtime Homeowner's Playbook for Selling Smart

Selling a longtime Silicon Valley home is one of the most consequential financial decisions you'll ever make. The Playbook is a free 12-page strategic guide written for homeowners 60+ and the adult children helping them, by a senior real estate specialist with more than two decades of experience. It's the field guide I wish every longtime homeowner had before they listed the family home.

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The 3 mistakes that cost sellers six figures
How the Ttax code can save you a fortune
10 Questions To Ask Any REALTOR® Before You Hire Them

What's Inside

Selling smart isn't a secret. It's a discipline.

I've spent more than two decades helping longtime homeowners turn the family home into the financial foundation of the next chapter. The Playbook is the same thinking I bring to my own clients, written down so you can use it for yours. Here's what's in the 12 pages.

The Three Costliest Mistakes: Cash offers from investors. Neighbor deals. Generalist agents. Each one quietly costs Silicon Valley sellers tens of thousands of dollars, sometimes hundreds of thousands.
Selling As-Is the Right Way: Most longtime homes don't need a renovation. They need the right strategy. Sell an older home for top dollar without gutting the kitchen.
The Money Pieces Most Sellers Miss: Section 121, Prop 19, the widowed-seller step-up, and timing decisions that can make a six-figure difference at tax time. Plain English, with the math.
The Family Conversation Guide: How to start the conversation about the house before a crisis forces it, and what to do when siblings disagree.
The Smart Seller's Checklist: A one-page summary of what to do before you decide, before you list, and once you're under contract.

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Your name and email are all I need. The Playbook will land in your inbox right away. If anything in it raises questions, you have my number, 408.413.3087, and I'll always pick up. No pressure, no sales follow-up, no calls unless you ask for one. That's a promise.