Tag: Cory Boldroff

For many older adults, real estate represents one of the largest sources of wealth they will ever own. A longtime family home, a rental property or a portfolio of investment properties can provide financial security—but those properties can also create complicated decisions as retirement approaches and families begin planning for the future. Suzanne talks with Cory Boldroff, a certified senior real estate planner, about the unique challenges seniors and their families face when managing, selling, downsizing and transferring real estate. Cory's focus is helping families build, protect and transfer generational wealth through real estate, while developing strategies for the next transition.

For many older adults, a home is much more than four walls and a roof. It's where children were raised, holidays were celebrated, and memories were made over decades. It's also often the largest financial asset they'll ever own. Yet when it comes time to plan for retirement, aging in place, or a future move, many families don't know where to begin. Suzanne sits down with Certified Senior Real Estate Planner Cory Boldroff to discuss how to strategically use your home to improve your quality of life while protecting your financial future. Cory explains why senior real estate planning is really about creating choices.

For many older adults, their home represents much more than a place to live. It’s where memories were made, families were raised, and often it’s the largest financial asset they’ll ever own. But without careful planning, that same home can become the source of family conflict, unnecessary taxes, probate delays, and financial hardship. Suzanne Newman and Cory discuss how seniors and their families can protect their homes, preserve generational wealth, and avoid many of the common pitfalls that occur when estate planning is overlooked.

Estate planning is one of those topics that many families know they should discuss, but often postpone until it's too late. Whether it's because the conversation feels uncomfortable or because people assume estate planning is only for the wealthy, delaying these important decisions can create unnecessary stress, conflict, and financial hardship for loved ones. Suzanne and Cory explain why every adult—not just retirees or affluent families—needs an estate plan. Their conversation goes far beyond wills and trusts. Together, they discuss how thoughtful planning protects your family during life, after death, and throughout the many transitions that come with aging.

What happens when your aging parent reaches a crossroads and you don't know how to help? In this episode, Suzanne and Cory discuss how adult children can start important conversations with aging parents while preserving their dignity, independence, and autonomy. Learn why waiting until a crisis occurs often creates unnecessary stress, family conflict, and uncertainty.

What happens when aging parents face major housing decisions without a plan? In this episode of Answers for Elders, host Suzanne Newman welcomes certified Senior Real Estate Planner Cory Boldhoff, founder of The Complete Real Estate Group and Complete Senior Solutions. Cory shares his personal family experiences that inspired his mission to help seniors and their families build, protect, and transfer generational wealth through real estate while avoiding the costly mistakes that can create family conflict and financial hardship.