Real Estate: These Realtors Can Help Seniors When it’s Time to Move

Sally Bortz and I have been selling real estate in the Western suburbs of Boston for a combined 45 years. Many of our sellers are older folks looking to downsize or move to an Independent Living setting. Moving is a challenge for people of any age, but it is especially challenging for Seniors. We realized that many of the Seniors we represented did not have children living close by and the task of sorting, packing and unpacking seemed insurmountable. To help our sellers we compiled a vast list of vendors and support teams that help us provide a full service, stress-free experience for our clients.

Many readers of may have parents facing this next step. The good news is that almost all of our clients who have made the transition from the single-family into a condo, independent living or assisted living are thriving. The first two weeks will be filled with complaints about how awful it is. But they settle in quickly and actually enjoy a more social life.

We decided to advance our knowledge by taking the Senior Real Estate Specialist course and we obtained the sought-after SRES designation. This training and certification further enhanced our awareness about different legal and financial considerations, such as the use of pensions, 401k accounts, and IRAs in real estate transactions. To help broaden our services we have aligned with Elderlife Financial Services. Elderlife is a powerful tool for people who need the proceeds from the sale of their home to take the next step. Elderlife will loan Seniors money to spruce up a current house, provide the entry fee deposit required to enter some Senior Living facilities or to advance the money needed for the buy-in option at a few Independent Living communities. We will also help you steer clear of loan schemes and scams that victimize older borrowers.

Both Sally and I have parents in their late 80’s and early 90’s and we have helped downsize their moves. Sally managed the move of her parents from their family home of 57 years to an apartment complex in a nearby community, closer to her brothers. My 90-year-old father still lives independently in a 55 plus community in NJ. I have also helped my mother in law downsize a few times; first to a condo, then to a smaller condo and finally to an Independent Living Community in Northern NJ.

Each of these transitions, along with the many homes we have brokered over the years, has allowed us to gain a deeper knowledge of the complexities of such a move. You can expect expertise and patience along with reliable referrals to reduce out of pocket expenses throughout the entire transaction. We have an awareness of options whether you choose to stay independent or move to an assisted living facility. We have all the resources available to simplify the transaction and eliminate the anxiety of selling your home. We have spent the past 6 weeks visiting local independent and assisted living facilities (we have more to view) to get a feel for the nuances of each. Please contact us to learn more about our services. We are happy to share our insights even if you or your parents live far away.

This guest post contributed by:

Margaret Szerlip


Email: Mobile:  617.921.6860

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Author: Margaret Szerlip

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