Reverse mortgages offer homeowners aged 62 and older a way to access their home equity, providing financial relief without having to leave their property. While these Home Equity Conversion Mortgages
Proposition 19 provides expansion and qualifications regarding limitations on property tax increases for people over 55, severely disabled, transfers of certain inherited properties, or victims of wildfires or other natural
After reviewing various alternatives and different courses of action, I am often told that their decision is to not sell the property because of the tax consequences.
This is the second in a series of articles in answer to requests for more informational help with “downsizing” issues for seniors. The focus here is on key questions to
This is the fifth in a series of articles in answer to requests for more informational help with “downsizing” issues for seniors. The focus here is on considerations about the
This is the fourth in a series of articles in answer to requests for more informational help with “downsizing” issues for seniors. The focus here is on getting started with
Perhaps the most challenging aspect of downsizing for most people is the sorting through and eliminating decades of accumulation of things.
This is the sixth in a series of articles in answer to requests for more informational help with “downsizing” issues for seniors. The focus here is on determining what type
Many of these involve choices that the individual or their family can make that will enhance the quality of daily living.