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Moving Forward!

Presented by Matthew D. Adkins, Howard Hanna, SRES®

What is an SRES® and how can they help? For seniors opting to age in place, a Seniors Real Estate Specialist® can help to evaluate your home, find problem areas and suggest home modifications.

The aging-in-place remodeling market is valued at about $25 billion annually, according to the National Association of Home Builders. Having someone to help you navigate appropriate repairs could save you money.

• An SRES® may be able to direct you to community, government and private programs designed to provide additional financial assistance. Many seniors may qualify for programs that can help them save money, but they do not apply because they don’t know the program exists. SRES® designees are trained to save you time and point you in the right direction.
• An SRES® may be able to refer you to a local geriatric care manager, senior groups and agencies within the community that provide in-home assisted living services.
• An SRES® can help guide you to a reverse mortgage counselor to discuss the pros and cons of this financial tool.
• An SRES® is trained to be patient with their senior clients. They can refer clients to de-clutter specialists to prepare the home prior to listing. They can also refer to tax specialists who can prepare the estate prior to selling. 

Everyone’s situation is unique and requires a specific plan along with a team of professionals that can provide the best options and information to assist with these life-changing decisions. The goal is to provide a set of informational tools that will educate this audience and navigate today’s changing landscape when it comes to buying, selling, relocating or refinancing residential or investment properties, and to equip them with confidence, and a clear path forward.

Topics Covered: 

• Financing Options and Considerations
• Exploring Reverse Mortgage Financing solutions
• What Can a Reverse Mortgage Accomplish?
• How Do Reverse Mortgage Work?
• Reverse Mortgage Benefits

Tax Matters:

• Declaring a Principal Residence
• Understanding Capital Gains Tax
• Capital Gains Tax on Sale of Principal Residences
• Capital Gains Tax on Sale of Converted Second Homes
• Estate Tax Issues
• Gift and Generation-Skipping Tax
• Taxes on Social Security and Pension Income

Legal Matters:

• Power of Attorney
• Conservators, Guardians, and Executors
• Life Estates and Trusts 
• Elder Law Attorney 

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