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Senior Advisor

As we age, we anticipate, and sometimes require special needs — especially in housing and financial planning.

 

Realtor with clients.Changes in lifestyle and personal circumstances can occur quickly and dramatically. Thus, good real estate planning now, is one of the most important issues for financial security. It is critical for Seniors to make the wisest decision possible when selling a home, relocating or making any other real estate investment choice.

Senior Real Estate Specialists (SRES) are proud to be able to assist seniors in making wise decisions about selling their family homes, downsizing to a smaller residence, buying or selling rental property or providing recommendations to trusted professionals who can review the implications of managing capital gains and estate taxes. It is critically important to understand the implications of owning Real Estate for Estate Planning purposes.

If the possibility of moving to an adult independent living community or assisted living facility here in the North Shore, North or Northwest Suburbs of Chicago is a consideration, there are certainly ample options available.  We can connect with other specialists, obtain information and provide direction or guidance to local senior communities.

 

GREAT RESOURCES ESPECIALLY FOR SENIORS

Senior Buyer CoupleWe have gathered some resources just for Seniors. If you require more information, please contact us.

Complimentary Market Analysis of your home! Just fill out and submit our home valuation request form and we will return your personalized home market study report to you via email.

FREE: Housing Information for other areas. Thinking about moving to a new area? With our extensive network of Realtors worldwide, we know the agents who specialize in working with mature adults in almost every market. Check out our complimentary Agent Anywhere program here. Then feel free to contact us regarding what areas interest you so that we can start the research needed to identify the best agent for your needs and desired destination.  Finding the right agent is essential to finding the right home and making the best decisions. Just be sure to leave us with your name, address, and contact information.

To review our Monthly Real Estate Market Reports, Click Here.

 

HELPFUL SENIOR ONLINE LINKS