A PARADIGM SHIFT IN HOW YOU VIEW MATURE AND SENIOR TRANSITIONS
What We Do
ABOUT US
Below is a list of just some of the services we provide:
- Downsizing & Decluttering (Including Hoarder Homes)
- Selling the Home and /or Business
- Relocation Services
- Financial Planning
- Wills & Trusts
- Financial Planning
- Aging in Place Modifications
- Selecting a Senior Community
- Reverse Mortgage/ Reverse Purchase
- Estate Sales / Estate Appraisals
- Senior Move Management
- VA Benefits
- Long Term Care
The Technical Stuff
By 2030, there will be more individuals over 65 than any other category. According to Caring.com’s 2019 survey, 57 percent of U.S. adults do not currently have estate planning documents such as a will or living trust.
When it comes to end of life estate planning, Americans are understandably conflicted; It forces us to confront our mortality and consider the future of those we leave behind. And yet it’s also a vital aspect of financial management and the long-term security of our loved ones, which is why it may be surprising to learn that only 4 out of 10 Americans currently have an estate plan in place.
Over 73% of VA claims are denied due to incomplete forms or wrong forms used. Oftentimes, family members think they are doing a good thing to help their loved ones with the process, when in fact they are doing a disservice.
Approximately 2%-5% of the United States population is thought to have a full-blown hoarding disorder. Hoarders usually retain plenty of possessions in their homes and cars and may claim that they have a personal attachment to each item that prevents tfrom parting with it.
Our Expertise
Our years of experience have put us in a great position to align ourselves with professional partners in the late in life industry. We have a strong relationship with the VA Benefits service. It’s important to understand how much you’ll receive from your VA package as this can impact your moving decisions. Likewise, organizing wills and trusts is a complicated process.
It is critical to know what you have and protect your assets and leave a legacy for your loved ones.
When it comes to liquidating your estate, collecting your most valuable belongings, and moving home to a new property we have vetted partnerships who can make sure you know the value of your assets.
We also have experience with Reverse Mortgages and Reverse Purchases. These are financial services put in place to assist elderly movers with borrowing, loaning and affording their new residential home or community. It might be easier than you think to get your loved one into their dream home.
Our experts are a phone call away to helpfully explain the process of making this transition.
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Our Partners
