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Category Archives: Financial & Legal

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Top Ten Scams that Target Seniors and How to Avoid Them

Seniors are often targets for scams and fraudulent business practices.  Con artists target the older population because they often have a “nest egg” and because those who grew up in the 30’s, 40’s and 50’s were generally raised to be polite and trusting. These scammers know how difficult it is for many from this “greatest generation” to say “no” and will exploit […]

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Key Steps for Seniors When Selling a Home Part 4–Financial Considerations

  After you have weighed the importance of health in your moving decision, the next thing to think about are the financial issues surrounding the sale of your home. Some of the things to consider: What should be done to the home to ensure the best price?  Are there repairs that should be made to […]

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Key Steps for Seniors When Selling a Home Part 1 – Why Sell?

  In this new series, we will cover the key steps for seniors who are looking to sell their home. We will look at everything from your housing and healthcare needs to the legal and financial issues that might arise during the process. To get started, let’s look at the reasons why you might be […]

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The Importance of Senior Estate Planning

Because our business is centered on helping Seniors Downsize ,in addition to being children of aging parents, we have come to realize the importance of  Senior Estate Planning for seniors and their children. According to Guy Garner, Arlington Elder Law Attorney, “The term “estate planning” has been defined as the art of designing a plan […]

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Reverse Mortgages to Purchase a Home in Texas

In November’s general election, Texas citizens decided to change the state constitution to allow for all Federal Housing Administration reverse mortgage products under state rule in Proposition 5. This legislation will allow the state constitution to be amended to allow for qualified applicants to use a reverse mortgage to purchase a home. Previously, homestead laws […]

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