Advance Planning for Real Estate

Your Journey, Our Expertise.

Whether you're buying a starter home or thinking about downsizing, advance planning is essential for achieving your real estate goals. We're here to support you at every stage of your journey. Our team offers personalized advice, support, and expert resources designed to meet your unique needs and aspirations.

Expertise Across Generations: We cater to individuals and families at all life stages, ensuring each client receives personalized, attentive service.

Senior Real Estate Specialists® (SRES®): Our designation as Senior Real Estate Specialists® (SRES®) reflects our commitment to senior clientele. We're not just real estate advisors; we're life transition specialists who understand the unique challenges and opportunities that come with aging.

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Planning for Selling: Downsizing, Decluttering, and Home Repairs

You may want to downsize to a smaller, more manageable property, like a condo, apartment, or retirement community, to reduce maintenance and free up equity. Decluttering and sorting through belongings can be daunting. In addition, it is important to ensure that your home is in good repair; this will enhance its market appeal and value. Our team has successfully assisted many homeowners through these processes and is ready to help you too.

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Planning for Transition: Needs, Dreams, and Bucket Lists

Throughout life, we encounter significant transitions where finding a home that meets our evolving needs becomes crucial. These transitions can happen at any time, not just at retirement. You might need a multi-generational floor plan, a home office space, a location closer to loved ones, or a move to a 55+ community. With our comprehensive real estate connections, we assist you at every step, ensuring you find the next right home for you.

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Planning for Health & Aging: Home Accessibility and Adaptations

Health and aging can limit home accessibility. Raised thresholds and stairs can increase fall risks. Simple modifications to your exiting home - like flattening thresholds or adding a chair lift can enable mobility. In some cases, a different home may be more suitable. Our team can help ensure that modifications are practical, attractive, and inclusive. We can also help you find a home that meets your changing lifestyle needs.

 

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Planning for Illness or Incapacity

If you become ill or incapacitated, another family member may need the authority to make decisions about your home. Important legal documents, like a power of attorney, should be signed in advance. We recommend consulting an attorney to prepare these. Our team assists relatives of incapacitated and deceased individuals with clearing, repairing, and selling properties, enhancing the estate's value. We offer compassion, understanding, and support during this challenging time.

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Planning: Real Estate & Finances

Real estate is a vital component of financial planning at every stage of life. Changes in housing can significantly impact your financial standing. Our network includes skilled financial planners, CPAs, loan officers, and mortgage/reverse-mortgage specialists. They help with the financial consequences of selling your home, taxation impacts, effects on your estate, reverse mortgages, and financing options for your next home.

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Planning: Real Estate & Legal Matters

Various legal issues can arise when buying or selling a home. Our team includes attorneys and counselors to address transaction-specific questions. They also will  help structure legal documents to protect your assets and rights. Expertise includes elder law, estate planning, tax law, government benefit programs, and more. Our goal is to empower you to make informed decisions for your best outcome.

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Planning: Experts To Help You Meet Your Needs & Goals

In addition to the financial and legal experts mentioned above, we have established a vast network of trusted professionals to assist you.  Our network of  property-related experts includes to name just a few:  clutter reduction experts, housekeepers, estate sale companies, senior move managers, space organizers, handymen, and general contractors.  Our network of personal and healthcare experts includes home health care agencies, elder care consultants, volunteer/community service contacts, and more.  Our broad network of contacts stand ready and willing to support you.

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The Silver Line Group has earned its reputation one home sale at at time. Our talented team of professionals strongly believes in delivering the highest level of integrity, professionalism, and expertise at all price points.

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