Moving Alice. The Transition is Real: From Apartment to Assisted Living Part 1

She didn’t think she was ready. Who is ever ready to move to assisted living? 

It was early August, when mom’s fall would become a game changer. 

After one night in ER, followed by two weeks in skilled nursing, followed by two weeks of 24/7 care at home, reality made its way into all our lives. 

Yet this is a story of respite and resilience. Caregiving, community, camaraderie. A story dotted with hope, the thoughtfulness of family – love at its core, with a smattering of humor in unexpected places. 

Please join me with my mom-in-law, as Alice paves a new kind of landscape for her life. She graciously gave me the honor to share with those who might need some encouragement

In a Seller’s Senior Shoes

There are many times in this business I am the fortunate one. 

One can learn a lot more from a client than any formative real estate class. Want to learn more about Alzheimer’s? Work with clients who must cope with their parents who live with 24/7 at home care, while dealing with an aging mom who is losing her ability to recognize her children. Wonder what it’s like to care for aging parents when living thousands of miles away? Or, how does one pay for the extraordinary cost of home health care? These questions are becoming too common in the realm of advocacy in selling real estate for seniors and their families.

First thing, first: selling doesn’t always need be an only option. Consider leasing your loved one’s home.

Second: resources exist. Whatever county you live in, google senior home health care, senior resources or senior services. Some counties offer more resources than others. If you’re not able to find help in the county you live in, look at nearby counties.

Here, I share a recent example of what it’s like to be in a seller’s shoes. 

Not all sellers are alike. Not all real estate agents are alike. Sometimes they connect, sometimes not. With Doug and Ellen and sister, Nancie, our professional bond focuses on one thing: their parents. Living with 24 hour care in their home, mom has Alzheimer’s. Dad’s around too. The adult kids needed to sell mom and dad’s rental homes in Orange to help offset the cost of 24 hour home health care. Three years ago, we sold one home. Just last month, the other. A privilege to be a part of their story.

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The stories continue. I am the fortunate one.

Fall Rummage Goodness @ Orange Senior Center!

Hey all! Time again for Orange Senior Center’s annual fall rummage sale!  Twice a year, Rita and Company host a array of goodness, including, clothing, handbags, kitchen items, small furniture, jewelry, holiday things and many fun tchotchkes!  As always, every single dollar goes right back into the Orange Senior Center, where seniors love to dance, gather with friends, play bingo with aplomb and partake in our local community events. Hope you can join us either Friday, Saturday or both days!

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Orange Senior Center is at

170 S. Olive

Orange CA 92866

Friday Oct. 18th – 8:00am to 1:00pm

Saturday Oct. 19th – 8:00am to 1:00pm

714.538.9633

Transforming Family Thru Real Estate

La familia, real estate and a trust: what to do, what to do?

There’s ample reason for taking time in making big decisions after a loved one dies. Upon the death of Mom a year and a half ago, first thoughts of what to do with her house: gut the kitchen, new granite tops, tile floor – the intention was to rent it out, make the most of what Mom worked so hard for and keep her legacy alive at the beach.

Mom's House: Circa 1933
Mom’s House: Circa 1933

Let’s face it, beach house + tenants = goldmine, yes? Not so fast, landlord. Time has a way of teaching different perspectives.
Though it seemed logical to keep the beach house for numerous financial and emotional reasons, my bro and I began questioning what he and I really wanted for ourselves. We came to the realization that we each had our own specific goals. Now we had to work together to find the right compromises that would enable us to move forward.

A living trust takes trust. And good faith.

As co-executors, Mom knew very well how well her kids would work together. This escaped me at the time, as one doesn’t think about such things while a parent is living. Once she was gone, brother and sister had to take the time necessary to reconnect with other and to understand where we were in our individual lives. I commend my Mama for taking action and creating a living trust years ago, as well as for having the faith that her children would do the right thing for themselves and for each other. Her preparation has raised a new awareness of our own lives as we now wish to take care of our own kids as she did for us.

The decision to sell Mom’s house, although not easy, now feels right. When a loved one passes on, give yourself time. Breathe, think, feel, mourn. If there’s real estate involved, even more reason. That property ain’t going anywhere. Decisions should be made with clarity. Other people mean well. They may give advice, feel they are helpful yet not understand your exact situation. Most people believe a simple will will allow heirs to handle the sale of a home. Not true. Depending on the situation it’s very likely “probate” will skim some of the sale profits.  Consider a trust. It’s a gift of legacy. 

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Mom & Paul, (aka, my bro) at 1405
Sometime late 90s
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Mom & Carin 1405 – the circular house:
Sometime late 80s

Surround yourself with trusted advisors, whether they be personal friends or professionals such as a trust attorney, tax consultant and yes, even a Realtor. Shameless plug? You bet. Call it what you will, pretty convicted about this one. Through my own personal experience, the care and compassion I bring to the table are that much stronger, authentic, to the point and undeniably altruistic. Sharing my personal story of Mom – a way to help you, someone you care about, the objective to simply let others know I understand, I care and if need be, will be there to help. 

In the near future, more to share regarding other real estate issues – the purpose, to share, engage and hopefully make one think a little bit, learn a little something.  I make a living helping families find their next home.  A very cool thing. 

Click on link to check out Mom’s house. 🙂

http://animoto.com/play/0EWcemc00DGav96ldzlbZQ

Awesome Senior Rummage Sale

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Rummage Sale at Rita’s Treasure Chest!

Please join Rita and Friends from Orange Senior Center for their Spring Rummage Sale! 

Held 2 days, Friday May 17th & Saturday May 18th – 8:00am – 1:30pm

Orange Senior Center

170 S. Olive  Orange 92866

Remember all proceeds got right back into the Orange Senior Center. I’ll be there both days so come on by, say hello and thanks for supporting our Orange seniors!