Real estate for seniors and the families who help them
Every situation below involves more than a sale. I plan the real estate side with you, and bring in the professionals for the rest.
Downsizing
Moving to a smaller home, a condo near family, or a retirement residence is a financial decision as much as a real estate one. We plan the move, the sale and what happens to the money, together.
- What your home is likely to sell for, based on recent sales
- What the next home costs to live in: strata fees, care, transit
- Buying first or selling first, and bridge financing if you need it
- Sorting, moving and selling belongings, with people who do it every week
- How the sale fits your taxes, benefits and estate plan
Who I bring in
- Financial planner
- Accountant
- Mortgage specialist
- Movers and organizers
Staying in your home
If you want to stay, the goal is a home that still works in ten years and doesn’t squeeze your budget. I help you weigh the options and their costs.
- What the house will need: repairs, accessibility, upkeep
- BC’s property tax deferment for homeowners 55 and older
- Adding a suite for income or for family
- Reverse mortgages, with the full costs in front of you
- What the home is worth today, so you decide with real numbers
Who I bring in
- Financial planner
- Mortgage specialist
- Contractors
Selling a parent’s home
Executors and adult children usually have a lot to handle at once. I take care of the property, from the first visit to the closing, and keep everyone in the family informed.
- Timing the listing around the grant of probate
- Clearing out, repairs worth doing and ones to skip
- A price everyone can understand, with comparable sales in writing
- Regular updates for every sibling, not just the executor
- Working with the estate lawyer and accountant on the paperwork
Who I bring in
- Estate lawyer
- Accountant
- Movers and organizers
- Contractors
Passing the home to your children
There is more than one way to pass on a home, and each has different tax, legal and family consequences. I make sure you see the options side by side, with your lawyer and accountant, before anything is signed.
- Leaving the home in your will
- Adding a child to the title, and what that exposes the home to
- Selling and gifting cash, or helping a child buy their own home
- Keeping control while you live in the home
- A plan your children understand
Who I bring in
- Estate lawyer
- Accountant
- Financial planner
Unlocking the value of your land
Many long-time owners in Greater Vancouver hold lots that BC’s multiplex rules have made more valuable to builders. I check what your lot allows and what it’s worth as a site, so you can choose: sell to a builder, join a land assembly, or hold.
- What your zoning allows under the multiplex rules
- Value as a home versus value as a development site
- Land assembly with neighbours
- What larger proceeds mean for your taxes and estate
Who I bring in
- Builders and designers
- Accountant
- Estate lawyer
Buying and selling for everyone else
I also work with first-time buyers, families moving up and investors, with the same approach: the facts first, then the decision.
- Strata documents checked before you offer: minutes, reserve fund, depreciation report, levies
- Pricing from recent comparable sales
- Offer strategy and negotiation
- Every step explained in Korean for newcomers
Who I bring in
- Mortgage specialist
- Estate lawyer
What happens when you call
- 1
A 20-minute call
Tell me what’s going on. It’s enough to know whether a meeting makes sense, and there’s no cost or commitment.
- 2
A meeting, family welcome
At your home or at my office in Kitsilano. Bring your children or anyone who helps you decide.
- 3
Your options, in writing
Your choices side by side, with prices, costs, timing and the professionals each one needs.
- 4
One person on it
I bring in the team and keep everything moving, from the first repair to the last signature.
Start with one conversation.
Tell me what you’re weighing. You’ll leave with a clearer picture of your options, whether or not we work together.
The consultation is free. Family members are welcome to join.