Tag: Real Estate

As we get older, some of the most important financial and lifestyle decisions we make are connected to one another. Your home may be your largest asset. Insurance may play an important role in protecting your family and your legacy. And eventually, you may need to think about how you will pay for care—whether you remain at home, hire home care, or move into a senior living community. Suzanne and Cory Boldroff talk about real estate wealth strategies, life and homeowners insurance, long-term care planning, aging in place, senior living, Medicaid considerations, home equity and reverse mortgages. While these subjects can seem separate, Cory's message throughout the conversation is that families benefit from looking at them as pieces of one larger plan.

When an aging parent owns a home, that property may represent much more than a place to live. It may be the family’s largest financial asset, a source of security, a potential resource for future care, and an important part of the family legacy. That is why decisions about whether to sell, downsize, remodel, age in place, or move into senior living can become complicated very quickly. Suzanne talks with Cory about taking a broader view of senior real estate—one that considers the older adult’s home, finances, care needs, estate planning, family relationships, and long-term goals.

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.

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.

“Moving is a huge mental and emotional adjustment for your loved one, and you're best served being there for them, not to be out painting walls. One of the things that I always tell caregivers is, “Sometimes you just have to sit down and breathe, take care of yourself.” Suzanne is joined by Rebecca Bomann, CEO and founder of SASH Services, to provide tips for families having to sell a senior loved one's home to pay for their round-the-clock care.

“Don't start packing up the house and putting things in boxes while mom or dad is still living there.” Suzanne is joined by Rebecca Bomann, CEO and founder of SASH Services (Sell a Senior Home), to talk about how to best facilitate a home sale with a loved one who is there with Alzheimer's or dementia.

Suzanne is joined by Rebecca Bomann, CEO of SASH Services, for more tips on selling a senior loved one's home: get your legal paperwork in order, and choose professionals who understand the delicacy of talking to someone who has advancing dementia or Alzheimer's.

Suzanne is joined by Rebecca Bomann, the founder and CEO of SASH Services (Sell a Senior Home), to provide tips, guidance, and encouragement for families having to facilitate a home sale with a loved one who is there with Alzheimer's or dementia.

Rebecca Bomann, CEO and founder of SASH Services, shares some general sales statistics and summarizes her eight tips to make your home sale more successful in a changing real estate market.

Rebecca Bomann, CEO and founder of SASH Services, provides more tips to make your home sale more successful. Sellers should expect these things in...