Match Your Real Estate Decisions to Your Changing Needs
If you’re 50+, you know that your life is full of new choices, and your real estate decisions need to support the life choices you make. Real estate decisions often take on new dimensions.
You may be thinking about estate planning as it relates to your next real estate move. Or, you may be retiring and going through a major lifestyle change with your next real estate transaction. You may be selling the family home and downsizing. Whatever your situation, working with a Senior Real Estate Specialist® (SRES) like me will ensure that you get the best professional support.
Advantages an SRES Can Bring
Ensure Your Needs Are Met – Every 50+ client I work with is different, and I use a customized approach to each situation. You wouldn’t go to your family doctor for major surgery – why work with a real estate generalist when your unique situation needs to be addressed?
Protect Your Resources – As an SRES, I have the knowledge and expertise to address a wide variety of financial issues as they relate to 50+ clients. For example, I can help you understand capital gains and the tax implications of owning real estate. I know how to evaluate when a reverse mortgage can be beneficial.
How should you make real estate decisions considering your pension, 401K accounts and IRAs, or Medicare, Medicaid and Social Security? I can help you determine how to make the most of your resources in your specific situation.
Avoid Complications or Condescension – As part of SRES training, I’ve learned specific ways to counsel my 50+ buyers and sellers. Sometimes, transactions involve the entire family. I am committed to staying focused on the real estate transaction without becoming involved in family matters.
Get the Right Advice – Acquiring an SRES designation doesn’t make me a legal expert. But, since I specialize in working with 50+ clients, I have established a network of professionals who have the needed expertise. I can refer you to the right experts on tax laws, probate, estate planning, and a variety of equity conversion strategies.
If you’re over 50 and planning to buy or sell real estate, make sure you’re working with a specialist! Call me at 615-319-9294, or use the form below to send an email.
Denise Ruiz
Real Estate Specialist® (SRES)
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