"Come for a day and stay for a lifetime…"(R)

Why Prop 5 restores fairness to tax system

August 20, 2018

Seniors in California who want to downsize from their three- or four-bedroom home, now that their children are gone, find themselves facing a costly and daunting dilemma. If they sell, they would lose the property tax protections they’ve enjoyed under … Continue reading

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Protect Your Art, Antiques and Collectibles

August 16, 2018

Moving can be a hectic time. Packing up your home requires careful planning. If you own fine art, antiques or collectibles, you need to take additional measures to ensure your belongings get to your new home safely. Here are four … Continue reading

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5 THINGS TO KNOW BEFORE BUYING WITHIN AN HOA

May 26, 2018

  When purchasing property that is under the jurisdiction of a homeowners’ association (HOA), buyers should be aware of the following five things.   1. The HOA’s Rules   The covenants, conditions and restrictions (CC&Rs) is one of the most important … Continue reading

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Do you have a Will and/or Living Trust?

February 3, 2018

Are you aware that if you do not have a Will and/or Living Trust and you pass away, your property will need to be probated.   In June 2016, a new type of deed took effect in California: The Revocable Transfer on Death … Continue reading

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Energy Efficient Tips to Beat the Heat

August 16, 2017

  As we enter into the lazy hazy days of summer, most of us are seeking refuge in our air conditioned homes with our sprinkler systems running on all four cylinders. Unfortunately, as temperatures skyrocket rise so do our energy … Continue reading

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Four Benefits that Reverse Mortgages can Offer Seniors

August 11, 2017

Baby boomers: the ideal reverse mortgage candidate? According to newly-released government data, 32% of Americans aged 65 to 69 are employed—the highest percentage in 55 years. In addition, 19% of Americans aged 70 to 74 are still working, up from 11% … Continue reading

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Home Equity Conversion Mortgage (HECM) for Home Purchase

July 15, 2017

A Home Equity Conversion Mortgage for Home Purchase can be life changing for many Senior Borrowers!  People decide to move for multiple reasons.  Maybe their current home is too big or too small. Perhaps they would like to be closer … Continue reading

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Spring into this new season!

March 12, 2017

Spring into the new season with potted vignettes that exclaim “out with winter” and “in with buds and blooms.” Here is a container combination — with pastel-petaled tulips, sunny daffodils, bright green foliage and sweet strawberries — that capture spring … Continue reading

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