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Are you or Someone Dear to You Over 55?
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As we age, our needs and areas of interest change.
Who we are does not. In our fast-paced society, often it seems seniors are overlooked or treated with impatience. The needs of people over the age of 55 vary vastly. For instance, some people are very active and travel often with new independence, while others transition to a slower pace. No matter your situation, you deserve ultimate respect and fairness in your business dealings. As your SRES Realtor, I understand. I enjoy working along-side you. New circumstances we face in this chapter of your life may include:
Moving from your beloved home of many years
to a Senior Center
or a Smaller home
or in with other family
or to multiple travel destination homes. You have new concerns that include retirement, living wills, trusts, heir distribution of assets, etc. I am plesed to help you
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SRES - The Senior's Advocate in Real Estate
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The Senior Real Estate Specialist
is a Real Estate advocate for those age 55 and older. A Realtor with the SRES® designation can help you make wise decisions about selling the family home, re-financing, buying rental property, or addressing the capital gains and tax implications of owning real estate, among many other issues. In addition to guiding clients to the right experts on tax laws, probate, estate planning, and a variety of equity conversion strategies, Seniors Real Estate Specialists® can offer clients relevant information on current trends in senior real estate transactions. An SRES Realtor has: - learned the application of federal laws for Housing for Older Persons Act (HOPA).
- adopted methods for counseling the 50+ buyer and sellers
- committed his/herself to focus on the transaction and avoid inappropriate involvement in family matters
- developed sensitivities to 50+ issues on priorities when counseling buyers and sellers, showing properties, and managing transactions
- established reputable services that win and sustain client and customer relationships and position his/herself as a trusted real estate advisor
- assembled a team of experts to help serve 50+ clients and customers
- been educated on the uses, benefits, procedures, and issues involved in reverse mortgages
- learned about the uses of pensions, 401k accounts, and IRAs in real estate transactions
- gained an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions
- the ability to help clients integrate disposition of real property into estate plans
- the knowledge to recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers
SRES members are not qualified to give legal or tax advice. All clients are strongly urged to contact a real estate attorney or certified public accountant to obtain legal or tax advice (much of the above information has been taken from the SRES website as a courtesy for your search here).
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