Articles

Big house little house. Estate Recovery

Protecting Your House from Estate Recovery

September 6, 2017

Many people don’t know that after a Medical Assistance recipient dies, the State may attempt to recoup from the decedent’s estate whatever benefits it paid for that individual’s care. Moreover, the State will almost certainly make another claim for those benefits upon the death of the surviving spouse, regardless of whether or not that surviving…

Read More
interview handshake

Interviewing real estate agents? What to expect.

September 4, 2017

What are some of the things you can expect to happen when you call a real estate agent to your home? Typically, you would call a real estate agent to do a complimentary consultation to help you develop an idea about how to manage the logistics of your move, and to complete a Comparable Market…

Read More
Riding a bike uphill

Overwhelmed? Here are some tips

September 3, 2017

We’ve seen our very articulate vibrant well-educated clients become completely paralyzed during the process of moving/downsizing when they become overwhelmed. Webster’s Definition of “overwhelmed” Here’s how Webster’s defines “overwhelmed”: 1. upset, overthrow 2. a: to cover over completely:submerge b. to overcome by superior force or numbers c. to overpower in thought or feeling. To submerge?…

Read More
Maze of senior services

3 Tips to Navigate Senior Services

September 1, 2017

The Network of Senior Services The industry that I know as the “senior services” is comprised of hundreds, if not thousands, of small companies offering services to seniors. They all offer services specifically tailored for older adults, or those that care for them. A sub-set of these professionals (myself included) get together on a very…

Read More
Downsize puzzle

Time to Downsize -Should you buy or rent?

August 29, 2017

Is it time to downsize? Are you thinking about downsizing and wrestling with the question about whether you should BUY a home or RENT a home? For many older adults owning a home offered a sense of pride and was a bar to reach that signified success. After working a lifetime the idea of renting…

Read More
Senior Real Estate Specialist Logo

Senior Real Estate Specialist (SRES) – The ABC’s of Real Estate Designations

August 26, 2017

Let me introduce myself, my name is Lisa Dunn, MA,CSA,GRI,RSA,SRES Maybe you’d like to see the logos of my designations? WHY do real estate agents put all of those letters behind their names? How do you know if someone is a senior real estate specialist?  I used to think it just didn’t matter. It didn’t…

Read More
Quiz Time. Interview a real estate agent

Interview Questions for Senior Housing Communities

August 23, 2017

When you visit senior housing communities, the list of the things you want in your next apartment may change. After seeing a couple of model senior apartments you may add or subtract items on and off your wish list.  In addition to the list of what YOU want, be sure to ask questions of the…

Read More

Senior Housing Bloomington

August 21, 2017

There is no shortage of senior housing in Bloomington. Is it time for you to make a move to a senior apartment? You’ll find different levels of services at each building so be sure to do your homework! If you need some help getting started as you prepare to make your move to senior housing,…

Read More
Grandma reading to her grandson

10 Reasons to Plan Your Estate

August 18, 2017

It’s never to early to have your estate planning completed.  When you sell your house it’s a great time to meet with your elder law attorney.  1. Provide for your immediate family. Don’t just think of money (perhaps through life insurance or other means) – you need to nominate the guardians for your minor children in…

Read More
the Word SALE

Get Ready to Sell Your House

August 15, 2017

Should I paint or put in new carpet?  Should I finish the basement?  Should I remodel the kitchen? These are common questions when you’re getting ready to sell your house.  You want to avoid making costly mistakes when you sell your home. The advent of HGTV has got everyone thinking they need to remodel their…

Read More
Senior Housing Roseville

Senior Housing Roseville

August 14, 2017

Have you noticed all of the new senior housing buildings in Roseville? Cherrywood Pointe of Roseville at Lexington is the newest addition to Roseville’s senior housing options. This senior apartment building will be opening this summer. See the list of senior housing in Roseville     

Read More
6 Tips to Move

6 Tips to Move Your Lifelong Home

August 12, 2017

For some of our clients moving is a breeze. For our other clients moving represents a process of letting go, and starting a new chapter in their lives. This process of letting go is emotional. When we’re dealing with emotions it can be really difficult to think logically. The least stressful way to think about…

Read More