Selling Your Parents’ Home

Senior Couple Standing Outside webThere comes a point in time for many that they need to sell their parents’ home. This may be due to downsizing, transition into a health care facility or to their passing. Regardless of the circumstances, it is never easy. The physical task is daunting and the emotional process is draining. Below is an outline of the necessary tasks:

Talk with siblings - this is the first step. You might be related, but you probably do not all think alike. Discuss your wishes and expectations, divide up responsibilities and come to an agreement. If your parents are still alive involve them in the process as much as possible.

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Elder Law Alert: Department of Veterans Affairs Makes Sweeping Changes to VA Pension and Aid & Attendance Benefit

IntroductionVasiliadis group web

VA Pension benefits are “nonservice connected” disability benefits that provide a monthly tax-free income to eligible wartime veterans and their surviving spouses. A married veteran can receive up to $2,169/month, a single veteran up to $1,830, and a surviving spouse up to $1,176. Pension benefits are particularly valuable to seniors because they can help defray the high cost of medical expenses (e.g. in-home care, adult day care, assisted living).

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Discounts for Veterans 2018

veterans poster adjThis section is  a list of local and national organizations that offer discounts to veterans. These discounts can change so check first to verify the discounts offered. Also included are resources available to veterans and their families.

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National and Regional Discounts 2018

man and woman shopping adj

National and Regional Listings
Lifestyles over 50 compiled an exhaustive list of discounts aimed at people 50 years of age and older. The list consists of the name of the company offering the discount, followed by the discount itself and any qualitfications that apply. 

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What Is In Your Free Home Analysis?

typical house webWhat is a Comparative Market Analysis?
The Comparative Market Analysis (CMA) is used to help evaluate how your home stacks up against the similar homes in your area. It looks at homes that are currently listed and those recently sold. The purpose is to find the highest price that will still make the home competitive on the open market.

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Dutch Treat - Savings in the Valley

seniorcouple1 webFor many years organizations like AAA and AARP have negotiated discounts for members and seniors with national companies. At the local level there are numerous businesses in our community that offer “senior discounts”, although no organization has compiled them into one list.

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Transitioning To Senior Living – Step One

senior move2 webTransitioning to Senior Living is not always easy. Some people move to downsize and free themselves from home maintenance, others for socialization and yet others for the assistance with daily activities. Regardless of the motivation, the move represents change, which can be emotionally draining.

One aspect of the move that can be made easy is selling your home. Using an experienced realtor not only helps you delegate the task but also ensures that you maximize your home’s value in a timely manner. Often people rely on their home’s equity to help fund their next stage in life; the sale of property is an important step in the transition to senior living.

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Protecting Your Legacy with Tax Planning

tax planning webYou spend your whole life building your legacy but sadly, that is not always enough. Without careful tax planning, much of it could be lost to taxes or misdirected. While a will or living trust is essential for dividing your estate as you wish, an efficient tax plan ensures you pass on as much of your legacy as possible.

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Should I Stay or Should I Go?

senior moving adjWho’s in Charge?
Part 1 of this series told the story of my 88 year old mother-in-law, Aggie, and the 2-year struggle she faced to make the changes she clearly had to make. Then, in our second installment, we found Fear of the Unknown is the biggest obstacle to thinking about moving: The process of moving looked Overwhelming to Aggie… as it does for many of us.

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More Finance Articles

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    “In almost 40 years in real estate one of the most important things that I have learned is to have clear communication with clients and not to assume that we are all speaking the same language.” Below are...

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  • A Reverse Mortgage Makes Your Home Work For You

    A reverse mortgage may help you pay off debt and provide breathing room John and Carol love getting their grandchildren off the bus, volunteering at church, and going for long walks together at Trexler...

  • Adjusting Your Home to Your Lifestyle

    As the frozen ground relinquishes its grip on budding tulips, we take note of the regeneration around us. Spring represents a rebirth and renewed vitality and stimulates a re-assessment of our...

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  • Are You Ready for Medicare Open Enrollment?

    Medicare Open Enrollment for 2018 starts October 15 and remains open until December 7. During this annual enrollment period (AEP) you can make changes to various aspects of your coverage. You can...

  • Beach Property Drawbacks

    Erosion due to storms can be a huge challenge!   While it can happen any time of the year, erosion due to storms can have a dramatic impact on beachfront properties as evidenced by this picture in...

  • Before You Buy or Sell Your Home

    A crucial part of a house transaction is the inspection. There are a number of standard issues to review. Using a certified inspector will help ensure the property is cleared of any problems....

  • Benefits of Using Senior Real Estate Specialist

    Seniors have unique situations that call for someone trained to best handle them. A specialist brings more than just a realtor’s license when helping seniors with their real estate issues. These...

  • Brace and Testing Scam

    “Do you have Medicare? Do you have aches and pains? We can provide braces that Medicare will cover! How about a genetic testing kit to see if you are predisposed to getting cancer?” If you are like...

  • Buying or Selling a Home? Use a Realtor with Experience

    Similar to younger generations, seniors are an active demographic in the real estate market. Whether downsizing or moving closer to family, seniors need and desire to transition into a new home for...

  • Discounts for Veterans 2018

    This section is  a list of local and national organizations that offer discounts to veterans. These discounts can change so check first to verify the discounts offered. Also included are resources...

  • Dutch Treat - Savings in the Valley

    For many years organizations like AAA and AARP have negotiated discounts for members and seniors with national companies. At the local level there are numerous businesses in our community that offer...

  • Elder Law Alert: Department of Veterans Affairs Makes Sweeping Changes to VA Pension and Aid & Attendance Benefit

    Introduction VA Pension benefits are “nonservice connected” disability benefits that provide a monthly tax-free income to eligible wartime veterans and their surviving spouses. A married veteran can...

  • Excellent Phone Apps for Seniors

    MintGet your finances under control with an all-in-one budget and money tracker called Mint. By securely syncing to your bank accounts and credit cards, Mint will track your income and expenses (by...

  • Getting the Right Help for Your Move

    When you’re ready to move, are you going to call your friends with pickup trucks to come over and help?  When relocating from a large four bedroom home to a one or two bedroom apartment in a senior...

  • Industry News For Professionals July-August 2017

    Lehigh Valley Aging in Place Coalition (LVAIP). The mission of LVAIP is to provide an ongoing forum for professionals from private, public, non-profit and business sectors to inform, educate and...

  • Industry News For Local Professionals - Holiday 2018

    HealthNetWed., Nov. 14, Dec. 12 at 12 pm. Traditions of Hanover Bethlehem, 5300 Northgate Dr., Bethlehem. Monthly networking group for professionals hosted monthly and features a speaker and time for...

 
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