Thursday, 27 July 2017

When Aging in Place is no Longer an Option...

Written by Posted On Wednesday, 02 April 2014 01:23

My team and I recently assisted an elderly couple in their move to an assisted living facility due to their declining health. Their family lived out of the area and they were ill equipped to handle the many decisions that needed to be made and were understandable overwhelmed.

After you’ve exhausted all avenues such as reverse mortgages, universal design, multi-generational living and determined that Aging in Place is no longer an option for you or your loved one, it becomes very obvious that difficult decisions will need to be made. It’s very important to have a caring, experienced team of professionals on your side to assist you with these decisions.

There are many factors and details involved in this process. To illustrate, here are a only a few to consider that a qualified team of professionals should be able to assist you with: 


  • Senior counselor assistance
  • Assistance with locating appropriate housing alternatives
  • Elder law attorneys for wills trusts, estates or power of attorney
  • Financial planners and CPAs (They can make sure you are aware of certain financial implications and/or benefits of selling your home that may apply to you, such as Capital Gains Tax Exclusion, Proposition 60/90, if you are “merely” downsizing, the 3.8% Medicare Tax, cost basis and more)
  • Estate organizers and liquidators
  • Seniors moving specialists
  • Transportation organizations
  • And don’t forget to eat! (Meals on Wheels is a great organization if you
    are not capable of preparing your own meals)

Again, this is only a small sample of the many cogs in the wheel in addition to the many traditional tasks involved in home selling preparation.

Most importantly, it’s important to work with someone who will be patient with you and/or your parents. Some may be dealing with the traumatic loss of a spouse. For many, this represents their life story, the place where they may have raised their family, shared family gatherings and accumulated a lifetime of memories. It’s no wonder why selling a home is often emotionally charged and potentially overwhelming, even in the best of circumstances, and all the more reason why you should work with someone who has assisted many seniors and their families such as yourself with this difficult process.

For a Free copy of my Moving on Guide and a Free consultation, contact me at:
408-591-7778 or This email address is being protected from spambots. You need JavaScript enabled to view it..


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Lisa Wiseman



A Silicon Valley Native You Can Trust...

A local Bay Area native who grew up in Cupertino and a resident of Almaden Valley, for over 25 years, Lisa has been a full time Realtor for 11 years with Intero Real Estate Services, a premier Silicon Valley company.

Prior to her career with Intero, she had successful careers in the pharmaceutical and grocery industries that assisted in sharpening her sales and negotiating skills. Once her career in real estate began, it became clear that real estate was her true passion. "I work tirelessly to help both my sellers and buyers achieve their real estate dreams, delivering the best customer service possible. I believe that my clients deserve a tireless advocate during the process. I receive great satisfaction from assisting home buyers and sellers, whether assisting seniors and their adult children with resources to sell the family home and downsize, handing the key to excited first time home buyers, or assisting investors with 1031 investments or flips. I am committed to providing my clients with the knowledge, negotiating skills, the latest in high tech home buying or selling, educating you on the home process, and whatever is required in partnering to achieve their goals. Entertaining children so clients are able to view homes, and checking up on home bound seniors is all part of the work I love. The sale and purchase of your home or investment property is the most important sale and purchase you can make, and it should be treated that way."

As a Seniors Real Estate Specialist(R), our team is experienced and knowledgeable in meeting your specific needs. And that can make all the difference in the world. Moving can be very stressful and overwhelming, particularly for seniors and their families. We assist seniors and their families with their personal downsizing or aging-in-place needs in the sensitive and caring manner needed to transition during these difficult changes. We are accustomed to working with the most difficult of family dynamics and situations at a very trying and challenging time to make this as smooth a process as possible.


Whether you’ve lived in your home 2 years or 20 years, you know it’s not just a shelter, or even another investment. It’s the place where your dreams come to life. In flower gardens and family rooms. Backyard barbecues and home-cooked Sunday dinners. It’s the place we raise our children. The nest we nudge them out of, and welcome them back to again and again. And for some, it’s even our place of business.

But there comes a day when it’s time to move on. Time to reflect on old memories, and build new ones. Time to leave the past behind for a new future. It’s no wonder why selling a home is often emotionally charged and potentially overwhelming. I understand. That’s why I am dedicated to making your transition smooth and care free as possible. Helping you make the process simpler. Helping you save money, and avoid costly pitfalls.

Let me be your advocate...

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