| You’ve lived in your home for 30 years. Now, the kids have grown and moved away, the neighborhood is changing and you’d like to move to a smaller home where you can enjoy an active retirement.
The problem is you’re not sure what your house is worth, you’re concerned about TAX and / or ESTATE planning plus you do not know what your options are in terms of what or where to buy.
You might want to consider hiring a Seniors Real Estate Specialist (SRES).
An SRES Realtor cannot give legal or tax advice. But we maintain referral relationships with accountants, real estate attorneys and other professionals so we can refer our clients to those professionals as needed.
While some of our clients are moving to find camaraderie or to be closer to kids, others need help finding assisted-living arrangements. We see our role as an SRES as part counselor and part confidante, handling the details and informing our clients about all the options.
While any licensed Realtor can handle a transaction, it is the wise senior who seeks out someone with experience in the 55-plus marketplace.
While helping with navigating the paperwork is one of the benefits seniors can realize with a trained SRES Realtor, another is finding out about recent laws and options that apply to seniors that might not apply to other property owner.
There are many designations in the real estate industry, but I would consider the SRES to be on of the most important.
To obtain senior-specialist credentials, Realtors must complete a training course given by the Senior Advantage Real Estate Council. The course covers, among other things, tax laws and probate and estate planning and teaches Realtors how to work with professionals specializing in these areas. It also explores generational differences and ways to market to segments of the population like the so called G.I. Generation, born 1901-24, the silent generation, 1925-45; and the baby boomers, 1946-64.
I believe the demand for age-specific services – like finding second homes that can be turned into primary residences or using home equity to finance retirement – will only grow.
Call or email Jim Bigelow at 918-640-4657 or jim@jimbigelow.com
To find out more about SRES Realtors call 1-800-500-4564, or log onto www.seniorsrealestate.com
Our Mission and Vision Statements
Vision Statement
SRES® is a community of REALTORS and related professional dedicated to serving the real estate needs of the senior consumer.
Mission Statement
The mission of SRES® is to promote member
success by providing high quality training and tools necessary to position the SRES® designee as the
Trusted real estate resource for the senior market.
A trusted Network of professionals has been assembled by Jim Bigelow to meet and hopefully exceed client expectations.
Why use SRES® ?
A Senior Real Estate Specialist® is experienced and knowledgeable in meeting your specific needs. And that can make all the difference in the world.
As we age, we demand specialists in our health needs, so why not in our housing and equity needs as well? An SRES brings:
~ A Customized approach to your situation; an SRES works with how your living situation fits into your overall plan.
~ Expertise and patience without condescension.
~ An awareness of options and solid, reliable referrals for specific situations to explore those options.
~ A variety of choices to reduce out of pocket expenses, gain cash, or create or defer income streams to either stay
independent or finance assistance.
General: www.seniors.com
US Census: www.census.gov
www.usadata.com
Partnerships:
Client Assurance: www.squaretrade.com/sres
Moving for Seniors: www.movingforseniors.com
Home inspections: www.usinspect.com/sres
Retirement Housing: www.retirementhousingonline.com
Buyers Home Warranty: www.buyershomewarrenty.com
SAREC: www.seniorsrealestate.com
Long Term Care Planning—price quotes: www.itcq.net
Medicare Info-National Council on the Aging: www.noca.org
Talking with Parents about Health Coverage—The Kiaser Family: www.kff.org
Home Maintenance: www.theinspector-home.com/life
Kipler’s Your Family Records Organizer: www.kipler.com/organizer
The Five Wishes: www.agingwithdignity.org
AARP: www.aarp.org
National Association of Elder Law Attorneys: www.naela.org
Area agencies on aging: www.eldercare.gov
American Institute of Financing Gerontology: www.aifg.org
American Association or Daily Money Managers: www.aadmn.com
Reverse Mortgage: www.reversemortgage.org
Estate Planning Links: www.estateplanninglinks.com
National Center on Elder Abuse: www.elderabusecenter.org
National committee for prevention of elder abuse: www.preventelderabuse.org
Help Victims: http://preventelderabuse.org/help/help.html
The Directory of Crime Victim Services: http://ovc.ncjrs.org/fiindvictimservices
American Psychological Assn.: www.apa.org/pi/aging/eldabuse.html
Oklahoma: 1-800-522-3511
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